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IP

Iosif Pak

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CRD#: 2603433
IP

Professional summary


Iosif Pak was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Iosif is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Iosif had worked at 5 firms, which includes J. P. GIBBONS & CO. INC., R.M. STARK & CO. INC., DOMINARI SECURITIES LLC, ISLAND SECURITIES INC., PACIFIC CORTEZ SECURITIES INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Pak

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

March 22, 1999 - July 31, 2000

J. P. GIBBONS & CO., INC.

BD
CRD#: 38850
NEW YORK, NY
Past

July 20, 1998 - January 13, 1999

R.M. STARK & CO., INC.

BD
CRD#: 7612
LAKE WORTH BEACH, FL
Past

May 21, 1996 - December 4, 1997

J. P. GIBBONS & CO., INC.

BD
CRD#: 38850
NEW YORK, NY
Past

August 1, 1995 - May 29, 1996

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

June 13, 1995 - August 11, 1995

ISLAND SECURITIES, INC.

BD
CRD#: 6810
Past

April 13, 1995 - April 18, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA

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: 5/18/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JP
J. P. GIBBONS & CO., INC.
J. P. GIBBONS & CO., INC. | THE GOLDEN, LENDER FINANCIAL GROUP, INC.

CRD#: 38850 / SEC#: , 8-48433

BD
Cancelled by SEC on 11/30/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/14/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
A.F. FAMILY LIMITED PARTNERSHIPSHAREHOLDER
JAM FAMILY LIMITED PARTNERSHIPSHAREHOLDER
AVILES, ALBERTO JOHN JRCHIEF COMPLIANCE OFFICER / OPERATIONS OFFICER2836015
BIENENSTOCK, ALEXANDERFINOP, ASST DIRECTOR OF COMPLIANCE, VICE PRESIDENT3148327
GIBBONS, FOSTER JPRESIDENT, GENERAL COUNSEL2766670
PAK, IOSIFMANAGING DIRECTOR2603433
SWAN, EARL JOHN IIISALES MANAGER440677

Disclosures


Regulatory Event10
Arbitration17

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


J. P. GIBBONS & CO., INC.

CRD#: 38850

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