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AG

Andrew J. Goldberg

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CRD#: 2750254
AG

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.

Andrew Jason Goldberg, who also goes by Andrew J Goldberg, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1996. Andrew had worked at 11 firms and has passed the Series 63, SIE, Series 3, Series 25, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew J Goldberg

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 1, 2016 - May 31, 2018

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
Woodbury, NY
Past

April 24, 2015 - March 9, 2016

TRIPOINT GLOBAL EQUITIES/BANQ(R)

BD
CRD#: 143174
NEW YORK, NY
Past

November 21, 2012 - May 28, 2015

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
GLEN COVE, NY
Past

April 13, 2011 - November 16, 2012

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

January 23, 2007 - April 1, 2011

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
NEW YORK, NY
Past

February 9, 2006 - January 19, 2007

TAFFERER TRADING, LLC

BD
CRD#: 36816
SYOSSET, NY
Past

October 7, 2005 - February 9, 2006

BLOCK ORDERS EXECUTION, LLC

BD
CRD#: 134932
WESTBURY, NY
Past

May 3, 2005 - December 16, 2005

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
CHICAGO, IL
Past

October 29, 2003 - May 18, 2005

STG SECURE TRADING GROUP, INC.

BD
CRD#: 41216
BOCA RATON, FL
Past

February 4, 2003 - November 6, 2003

G&L PARTNERS, LLC

BD
CRD#: 38719
NEW YORK, NY
Past

September 28, 2001 - June 18, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

November 1, 2000 - March 7, 2001

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

July 1, 1996 - October 31, 2000

KNIGHT CAPITAL MARKETS LLC

BD
CRD#: 38379
PURCHASE, NY

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: 8/12/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 7/16/2003
NYSE Trading Assistant Examination
General Industry/Product Exam
RR
Series 55
Date: 3/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/27/2004
General Securities Principal Examination

Current Firm


B&
BENJAMIN & JEROLD BROKERAGE I, LLC
ALTERNATIVE INVESTMENT STORE | OPAL CAPITAL GROUP | MCCAULEY GROUP | GLOBAL SHARES EXECUTION SERVICES | GGK GROUP | DA GAMA PARTNERS | D.E. MACGOWN & CO | CURATED CAPITAL GROUP | BENJAMIN & JEROLD BROKERAGE, INC. | BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110 / SEC#: , 8-44133

BD
Terminated by SEC on 04/13/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOLAN, TERENCE JR.CEO, CCO, AML, OWNER2352516

Disclosures


Regulatory Event6
Arbitration3

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


BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110

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