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Peter J. Mooney

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CRD#: 2768853
PM

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.

Peter Joseph Mooney, who also goes by Peter J Mooney, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1998. Peter had worked at 6 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter J Mooney

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

August 16, 2006 - June 13, 2007

PREBON SECURITIES (USA) INC.

BD
CRD#: 20431
JERSEY CITY, NJ
Past

August 16, 2006 - October 9, 2008

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ
Past

August 16, 2006 - July 22, 2009

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

August 16, 2006 - July 22, 2009

PREBON FINANCIAL PRODUCTS INC.

BD
CRD#: 29551
JERSEY CITY, NJ
Past

June 13, 2003 - May 6, 2004

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

January 29, 1998 - January 30, 2003

BROADVIEW INTERNATIONAL LLC

BD
CRD#: 27265
NEW YORK, 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: 3/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PS
PREBON SECURITIES (USA) INC.
BABCOCK FULTON PREBON SECURITIES (U.S.A.) INC. | PREBON SECURITIES (USA) INC. | FULTON PREBON SECURITIES (U.S.A.) INC.

CRD#: 20431 / SEC#: , 8-38243

BD
Terminated by SEC on 07/30/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/14/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PREBON YAMANE (USA) INCSHAREHOLDER
CURRIE, JULIAN HFINOP/CONTROLLER4337579
DOWNEY, MARK GERARDCFO/TREASURER2517476
GOULET, STEPHEN PAULSVP/ASSISTANT GENERAL COUNSEL/ASSISTANT SECRETARY4769810
MURPHY, ROBERT EMMETTSR. VICE PRESIDENT, ASSOCIATE GENERALCOUNSEL, CCO1224723
NOVAK, EDWARD JOSEPH JRPRESIDENT1300481

Disclosures


Regulatory Event1

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


PREBON SECURITIES (USA) INC.

CRD#: 20431

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