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TH

Tara L. Hartigan

CANACCORD GENUITY LLC
NEW YORK, NY 10119
Some features on this profile are disabled
CRD#: 3226906
TH

Professional summary


Tara Lynn Hartigan, who also goes by Tara Lynn Belisle Ms., Tara Lynn Belisle, Tara Lynn Hartigan, is a registered financial professional currently at CANACCORD GENUITY LLC located in New York, New York.

Tara is registered as a RR (Registered Representative) and started their career in finance in 1999. Tara has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tara Lynn Belisle Ms. | Tara Lynn Belisle | Tara Lynn Hartigan

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) - BD


Click below to view Tara Lynn Hartigan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 11, 2017 - Present

CANACCORD GENUITY LLC

Office #1: One Pennsylvania Plaza Suite 2900, New York, NY 10119
BD
CRD#: 1020
NEW YORK, NY
Past

February 10, 2017 - December 4, 2017

LIFESCI CAPITAL

BD
CRD#: 168404
New York, NY
Past

August 20, 2012 - May 31, 2016

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 26, 2012 - August 14, 2012

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

August 1, 2006 - August 14, 2012

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

April 3, 2006 - July 26, 2006

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
NEW YORK, NY
Past

October 25, 1999 - March 14, 2006

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(7/12/2017)
RR
Massachusetts
(7/11/2017)
RR
New York
(7/11/2017)
RR
Pennsylvania
(7/12/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 4/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CG
CANACCORD GENUITY LLC
ADAMS HARKNESS, INC. | CANACCORD GENUITY LLC. | CANACCORD GENUITY LLC | CANACCORD GENUITY INC. | CANACCORD ADAMS INC. | ADAMS, HARKNESS & HILL, INC.

CRD#: 1020 / SEC#: , 8-3271

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One Pennsylvania Plaza Suite 2900, New York, NY 10119
Mailing Address
1 Post Office Square, Boston, MA 02109
Phone number
(212) 389-8000
Established
Delaware since 02/26/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CANACCORD ADAMS (DELAWARE) INC.PARENT
ANDERSON, SCOTT WINFREECHIEF COMPLIANCE OFFICER5800524
BARLOW, JEFFREY GRIFFINCHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE DIRECTOR2277052
DAVIAU, DANIEL JOSEPHNON- EXECUTIVE DIRECTOR6096472
MACFAYDEN, DONALD DUNCANEXECUTIVE DIRECTOR, CFO & FINANCIAL & OPERATIONS PRINCIPAL5390198
PARDI SQUITIERI, JENNIFER ELLENEXECUTIVE DIRECTOR4922719
PROUD, EMILY PRESSMANCHIEF OPERATING OFFICER5815542
TEIPNER, LARISSA KYLEUS GENERAL COUNSEL

Disclosures


Regulatory Event45
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


CANACCORD GENUITY LLC

CRD#: 1020New York, NY 10119

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