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Charles J. Kane

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CRD#: 2507177
CK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Joseph Kane JR, who also goes by Charlie Kane Jr, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1994. Charles had worked at 5 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


Charlie Kane Jr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 23, 2008 - June 13, 2018

TSG CAPITAL ADVISORS

BD
CRD#: 147509
NASHVILLE, TN
Past

October 24, 2003 - June 26, 2006

WINEBRENNER CAPITAL PARTNERS, LLC

BD
CRD#: 48027
LOUISVILLE, KY
Past

January 25, 2002 - July 18, 2003

POINTE ATLANTIC, INC

BD
CRD#: 46599
TAMPA, FL
Past

September 18, 1997 - July 6, 2000

COMMONFUND SECURITIES, INC.

BD
CRD#: 43541
WILTON, CT
Past

July 22, 1994 - September 18, 1997

ENDOWMENT ADVISERS, INC.

BD
CRD#: 21715

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/8/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TC
TSG CAPITAL ADVISORS
BRIGHTCHOICE FINANCIAL, LLC | TSG CAPITAL ADVISORS

CRD#: 147509 / SEC#: , 8-67910

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Mailing Address
3275 Veterans Memorial Highway Suite B-9, Ronkonkoma, NY 11779
Phone number
(631) 201-2483
Established
Tennessee since 01/10/2007
Firm type
Limited Liability Company
Fiscal year end
October
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#
JLLA HOLDINGS, LLCOWNER/MEMBER
TORRILLO, DON LPRESIDENT/CEO/MANAGING MEMBER2789918
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637

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


TSG CAPITAL ADVISORS

CRD#: 147509

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