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TC

Thomas W. Cheung

WALL STREET ACCESS
Park Ridge, NJ 07656
Some features on this profile are disabled
CRD#: 2486404
TC

Professional summary


Thomas W Cheung, who also goes by Thomas Cheung, Wingwah Cheung, is a registered financial professional currently at WALL STREET ACCESS located in Park Ridge, New Jersey.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2003. Thomas has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Cheung | Wingwah Cheung

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 Thomas W Cheung'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

March 18, 2020 - Present

WALL STREET ACCESS

Office #1: One Maynard Drive Suite 2201, Park Ridge, NJ 07656
BD
CRD#: 10012
Park Ridge, NJ
Past

July 2, 2018 - September 10, 2019

WALL STREET ACCESS

BD
CRD#: 10012
Park Ridge, NJ
Past

June 10, 2015 - July 2, 2018

VANDHAM SECURITIES CORP.

BD
CRD#: 26258
PARK RIDGE, NJ
Past

April 9, 2003 - July 28, 2014

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
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
New Jersey
(3/18/2020)
RR
New York
(3/18/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 6/3/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/28/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


WS
WALL STREET ACCESS
WALL STREET ACCESS | WALL STREET INVESTOR SERVICES | WALL STREET CLEARING COMPANY

CRD#: 10012 / SEC#: , 8-25936

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
100 Wall Street, Suite 804, New York, NY 10005
Mailing Address
100 Wall Street, Suite 804, New York, NY 10005
Phone number
(212) 709-9400
Established
New York since 02/01/1981
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
DPK SECURITIES, LLC98% OWNER/GENERAL PARTNER
DENIS P. KELLEHER, LLC2% OWNER/GENERAL PARTNER
GOETCHIUS, ARTHUR LEROYCHIEF EXECUTIVE OFFICER1374251
KELLEHER, SEAN MICHAELPRESIDENT1726997
LAVIN, WILLIAM KANE JREXECUTIVE MANAGING DIRECTOR / ROSFP2703117
MITCHELL, JOHN LOUISCHIEF FINANCIAL OFFICER / FINOP2193524
O'CONNELL, JOHN PATRICKASSISTANT CONTROLLER4698479
VISCOVICH, GREGORY DOMINICCHIEF COMPLIANCE OFFICER2621348

Disclosures


Regulatory Event19
Arbitration15

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


WALL STREET ACCESS

CRD#: 10012Park Ridge, NJ 07656

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