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Thomas J. Moyna

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CRD#: 341903
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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.

Thomas James Moyna was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1967. Thomas had worked at 9 firms and has passed the Series 1 and Series 40 exams.

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

February 6, 2001 - November 6, 2003

CHATSWORTH SECURITIES LLC

BD
CRD#: 40804
GREENWICH, CT
Past

August 1, 1989 - February 28, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

April 27, 1988 - July 10, 1989

SWERGOLD, CHEFITZ & INCORPORATED

BD
CRD#: 13936
Past

March 2, 1987 - March 14, 1988

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087
Past

September 15, 1978 - February 24, 1987

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
Past

April 14, 1977 - October 15, 1978

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
Past

April 23, 1976 - May 9, 1977

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
Past

May 23, 1975 - December 3, 1975

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

April 2, 1973 - January 23, 1975

ADVEST, INC.

BD
CRD#: 10
Past

December 20, 1967 - May 5, 1973

G H WALKER AND CO INCORPORATED

BD
CRD#: 1000001

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 1
Date: 12/18/1967
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/4/1978
Registered Principal Examination

Current Firm


CS
CHATSWORTH SECURITIES LLC
CHATSWORTH SECURITIES LLC | CHATSWORTH SECURITIES, LLC

CRD#: 40804 / SEC#: 801-120061, 8-49199

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


Main Address
95 East Putnam Avenue, Greenwich, CT 06830
Mailing Address
95 East Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 629-2612
Established
New York since 03/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
30

FINRA licenses (6 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DIFIORE, RALPH RAYMONDSENIOR MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / AML OFFICER / CHIEF EXECUTIVE OFFICER1913027
FULVIO, GENNARO JOHNFINOP2435828
MACLEAN, DANIEL CRAWFORDSENIOR MANAGING DIRECTOR1467579
MATCOVSKY, JOEL JAYSENIOR MANAGING DIRECTOR1769496
THE ESTATE OF CURTIS E. GOWDYESTATE

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


CHATSWORTH SECURITIES LLC

CRD#: 40804

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