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JF

Joseph C. Farah

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CRD#: 2978633
JF

Professional summary


Joseph C Farah was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Joseph had worked at 3 firms, which includes GOLD COAST SECURITIES INC., NATIONAL PLANNING CORPORATION, CETERA WEALTH SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 3, 2002 - September 15, 2015

GOLD COAST SECURITIES, INC.

BD
CRD#: 110925
IRVINE, CA
Past

July 1, 1998 - September 3, 2002

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

March 13, 1998 - July 6, 1998

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, 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: 2/2/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GOLD COAST SECURITIES, INC.
GOLD COAST ADVISORY | GOLD COAST SECURITIES, INC.

CRD#: 110925 / SEC#: 801-60090, 8-53148

RIA
Registered Investment Advisory firm - SEC (12/10/2012 Terminated)
California
Registered Investment Advisory firm - SEC (8/23/2012 Approved)
Idaho
Registered Investment Advisory firm - SEC (9/12/2012 Approved)
Ohio
Registered Investment Advisory firm - SEC (6/26/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/6/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360
Mailing Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360-8241
Phone number
(805) 496-3660
Established
Delaware since 01/17/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
11

FINRA licenses (28 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HO, TAE POMCEO/CFO/CLO/CHIEF COMPLIANCE OFFICER/DIRECTOR2857540
TAMANO, SALLY YIPSVP, COO, DIRECTOR1993133

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 37,393,957

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


GOLD COAST SECURITIES, INC.

CRD#: 110925

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