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JZ

Jill B. Zygmunt

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CRD#: 2936849
JZ

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.

Jill Barth Zygmunt, who also goes by Jill Ann Barth, Jill B. Zygmunt, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 1997. Jill had worked at 2 firms and has passed the Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jill Ann Barth | Jill B. Zygmunt

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

April 6, 2005 - December 31, 2013

HARVEST CAPITAL LLC

BD
CRD#: 35723
WETHERSFIELD, CT
Past

October 22, 1997 - May 7, 2003

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT

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


General Industry/Product Exam
RR
Series 6
Date: 10/21/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam

Current Firm


HC
HARVEST CAPITAL LLC
HARVEST CAPITAL INSURANCE BROKERAGE, LLC | HARVEST CAPITAL LLC | HARVEST CAPITAL INSURANCE SERVICES

CRD#: 35723 / SEC#: , 8-46845

BD
Terminated by SEC on 12/31/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 12/08/1993
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GIANSANTI, RALPH ALFONSO JRCHIEF EXECUTIVE OFFICER1728073
BELISLE, ROBERTMEMBER5685459
DILLON, THOMAS JAMESCHIEF OPERATING OFFICER4634502
GEORGE, KENNETH RONALDFINOP2643369
KAMINSKI, STEVEN JOHNCHIEF COMPLIANCE OFFICER2100262
RICH, MATTHEW REIDMEMBER2533124

Disclosures


Arbitration1

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


HARVEST CAPITAL LLC

CRD#: 35723

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