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HJ

Hsing L. Jao

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CRD#: 2789544
HJ

Professional summary


Hsing Long Jao was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Hsing is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Hsing had worked at 7 firms, which includes MCGINN SMITH & CO. INC., PAULSON INVESTMENT COMPANY LLC, MERCER PARTNERS INCORPORATED, MILLENNIUM SECURITIES CORP., R.D. WHITE & CO. INC., LCP CAPITAL CORP., NORTHEAST SECURITIES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hsinglong Anthony Jao | Hsinglong Jao | Hsling Long Jao | Hslinglong Anthony Jao | Hslinglong Tony Jao | Hslinglong Jao | Tony Jao

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

July 31, 2001 - November 15, 2002

MCGINN, SMITH & CO., INC.

BD
CRD#: 8453
ALBANY, NY
Past

May 24, 2001 - July 30, 2001

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

March 2, 2000 - July 2, 2001

MERCER PARTNERS INCORPORATED

BD
CRD#: 44925
NEW YORK, NY
Past

July 7, 1999 - March 7, 2000

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

September 29, 1998 - July 28, 1999

R.D. WHITE & CO., INC.

BD
CRD#: 7011
NEW YORK, NY
Past

April 28, 1997 - October 7, 1998

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

December 6, 1996 - May 2, 1997

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, 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: 1/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MS
MCGINN, SMITH & CO., INC.
MCGINN, SMITH & CO., INC.

CRD#: 8453 / SEC#: , 8-25374

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/04/1980
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SMITH, DAVID LEEPRESIDENT, SENIOR REGISTERED OPTION PRINCIPAL, COMPLIANCE REGISTERED OPTION PRINCIPAL, CHIEF COMPLIANCE OFFICER427284
MCGINN, TIMOTHY MICHAELCHAIRMAN OF THE BOARD813935
LIVINGSTON, THOMAS EDWARDSENIOR VICE PRESIDENT864264
SHEA, BRIAN EDWARDCHIEF FINANCIAL OFFICER2570872

Disclosures


Regulatory Event18
Civil Event1
Arbitration5
Bond1

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


MCGINN, SMITH & CO., INC.

CRD#: 8453

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