Jonathan P. Tenney
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.
Jonathan Paul Tenney was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1997. Jonathan had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 3, 2024 - December 20, 2024
THECE WEALTH MANAGEMENT
November 14, 2022 - November 27, 2024
CORIENT
September 28, 2015 - May 25, 2016
PURSHE KAPLAN STERLING INVESTMENTS
September 25, 2015 - March 31, 2023
CORIENT CAPITAL PARTNERS, LLC
June 3, 2008 - September 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 3, 2008 - September 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 7, 1997 - June 18, 2008
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
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Exams
Current Firm
THECE WEALTH MANAGEMENT
CRD#: 333246 / SEC#: 801-131327
Contact information
Documents
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