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JG

Joseph O. Gebron

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CRD#: 2764264
JG

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.

Joseph Omar Gebron, who also goes by Joseph Omar Geboon, Joey Gebron, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1998. Joseph had worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Omar Geboon | Joey Gebron

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

December 10, 2019 - February 25, 2022

SW FINANCIAL

BD
CRD#: 145012
NEW YORK, NY
Past

August 24, 2017 - December 10, 2019

WORDEN CAPITAL MANAGEMENT LLC

BD
CRD#: 148366
New York, NY
Past

September 29, 2016 - August 4, 2017

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

March 26, 2014 - September 7, 2016

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

September 8, 2009 - March 26, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
EDISON, NJ
Past

December 3, 2008 - August 10, 2009

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
NEW YORK, NY
Past

June 5, 2008 - November 14, 2008

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

December 12, 2005 - June 30, 2008

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

June 6, 2005 - January 11, 2006

PRESTIGE FINANCIAL CENTER, INC.

BD
CRD#: 30407
NEW YORK, NY
Past

January 26, 2004 - July 6, 2005

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

July 19, 2002 - January 2, 2004

PARK CAPITAL SECURITIES, LLC

BD
CRD#: 104206
NEW YORK, NY
Past

February 15, 2002 - July 17, 2002

PLATINUM INVESTMENT CORP.

BD
CRD#: 107211
ROCHESTER, NY
Past

May 26, 2000 - March 30, 2001

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

February 7, 1999 - May 19, 2000

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

December 23, 1998 - January 11, 1999

SEABOARD SECURITIES, INC.

BD
CRD#: 755
Past

September 22, 1998 - January 4, 1999

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, 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: 8/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SW FINANCIAL
SALOMON WHITNEY FINANCIAL | SW FINANCIAL | SALOMON WHITNEY LLC

CRD#: 145012 / SEC#: , 8-67688

BD
Postponed Effective by SEC on 05/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/11/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ANGIA HOLDINGS, LLC75.1% OWNER

Disclosures


Regulatory Event7
Arbitration7

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


SW FINANCIAL

CRD#: 145012

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