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Victor J. Pugliese

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CRD#: 368687
VP

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.

Victor James Pugliese was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1973. Victor had worked at 12 firms and has passed the Series 63, SIE, Series 55, PC, Series 000, Series 1 and Series 24 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

August 27, 2014 - June 29, 2016

DISCERN SECURITIES, INC.

BD
CRD#: 155854
SAN MATEO, CA
Past

November 5, 2012 - October 31, 2013

STURDIVANT & CO. INC

BD
CRD#: 24583
VOORHEES, NJ
Past

July 15, 2011 - November 10, 2011

AURIGA USA, LLC

BD
CRD#: 121731
NEW YORK, NY
Past

June 1, 2010 - March 29, 2011

AURIGA USA, LLC

BD
CRD#: 121731
SAN FRANCISCO, CA
Past

February 12, 2010 - May 24, 2010

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

September 10, 2002 - October 9, 2008

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
SAN FRANCISCO, CA
Past

March 31, 1999 - July 30, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

August 12, 1994 - March 18, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 19, 1990 - April 23, 1990

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
NEW YORK, NY
Past

June 3, 1987 - February 6, 1989

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
Past

November 13, 1980 - June 1, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

September 8, 1976 - September 8, 1980

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

October 15, 1973 - March 19, 1980

EDWARDS & HANLY

BD
CRD#: 6554

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: 10/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/24/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
PC
Date: 3/29/1994
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 10/11/1973
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 10/11/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


DS
DISCERN SECURITIES, INC.
DISCERN SECURITIES, INC.

CRD#: 155854 / SEC#: , 8-68748

BD
Terminated by SEC on 09/11/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/05/2010
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DISCERN GROUP, INC.100% OWNER
DICKSON, HENRY CHARLESPRINCIPAL, DIRECTOR OF RESEARCH1623667
COLLINS, ELIZABETH SARAHPART TIME FINOP4714831
STARBIRD, SCOTT EDRICCEO, CCO, CFO AND SECONDARY FINOP1412683

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


DISCERN SECURITIES, INC.

CRD#: 155854

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