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PH

Peter A. Hunt

NORTH POINT MERGERS AND ACQUISITIONS
New York, NY 10011
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CRD#: 2427162
PH

Professional summary


Peter Anthony Hunt is a registered financial professional currently at NORTH POINT MERGERS AND ACQUISITIONS, INC. located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter Anthony Hunt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 16, 2014 - Present

NORTH POINT MERGERS AND ACQUISITIONS, INC.

Office #1: 76 8th Avenue 8th Floor, New York, NY, 10011Office #2: 580 California Street, Suite 2200, San Francisco, CA 94104
BD
CRD#: 133300
New York, NY
Past

February 8, 2005 - December 19, 2013

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA
Past

February 20, 2002 - January 19, 2005

SHATTUCK HAMMOND PARTNERS LLC

BD
CRD#: 113645
NEW YORK, NY
Past

October 1, 1997 - June 14, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 5, 1995 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

February 15, 1994 - May 2, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/16/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 3/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


NP
NORTH POINT MERGERS AND ACQUISITIONS, INC.
NORTH POINT ADVISORS, INC. | NORTH POINT MERGERS AND ACQUISITIONS, INC. | NORTH POINT ADVISORS, LLC

CRD#: 133300 / SEC#: , 8-66709

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
580 California Street, Suite 2200, San Francisco, CA 94104
Mailing Address
580 California Street, Suite 2200, San Francisco, CA 94104
Phone number
(415) 358-3500
Established
Delaware since 12/19/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NORTH POINT LLCOWNER ENTITY
COLE, GARRISON ALLENCO-CFO7895314
JACQUIN, DAVID M JRCEO, CCO, POO, PFO2380441
POSTREL, HELENE BERSONFINOP2240945

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTH POINT MERGERS AND ACQUISITIONS, INC.

CRD#: 133300New York, NY 10011

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