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Steven P. Mastrosimone

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CRD#: 3108239
SM

Professional summary


Steven Philip Mastrosimone was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Steven had worked at 2 firms, which includes EWEALTH SECURITIES INC., J.P. TURNER & COMPANY L.L.C..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Seteven P Mastrosimone

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 28, 1999 - February 10, 2006

EWEALTH SECURITIES, INC.

BD
CRD#: 25589
WHITE PLAINS, NY
Past

November 25, 1998 - April 28, 1999

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA

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
IAR
Series 66
Date: 5/24/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ES
EWEALTH SECURITIES, INC.
EWEALTH SECURITIES, INC. | GILMOUR & ASSOCIATES | F.L.P. GILMOUR AND ASSOCIATES INC. | F.L.P. GILMOUR & ASSOCIATES INC.

CRD#: 25589 / SEC#: , 8-41857

BD
Cancelled by SEC on 10/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EWEALTH.COM HOLDINGS, INC.OWNER
FORMISANO, NEIL NICHOLASEXECUTIVE VICE PRESIDENT2786228
GILMOUR, FRANCIS LANDY PATTONPRESIDENT, FINANCIAL OPERATION PRINCIPAL222061

Disclosures


Regulatory Event2
Civil Event1
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


EWEALTH SECURITIES, INC.

CRD#: 25589

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