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CR

Clifford A. Rodd

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CRD#: 402152
CR

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.

Clifford Artemus Rodd, who also goes by Cliff Rodd, Clifford A Rodd, Clifford Rodd, was a registered financial professional .

Clifford is a previously registered financial professional and started their career in finance in 1959. Clifford had worked at 5 firms and has passed the Series 63, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cliff Rodd | Clifford A Rodd | Clifford Rodd

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

June 14, 1997 - December 31, 2000

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

October 14, 1993 - April 29, 1997

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

November 2, 1988 - September 14, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

September 26, 1978 - October 24, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

October 23, 1959 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 12/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 9/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 10/23/1959
Registered Representative Examination

Current Firm


PC
PRIME CAPITAL SERVICES, INC.
PRIME CAPITAL SERVICES, INC.

CRD#: 18334 / SEC#: , 8-36492

BD
Terminated by SEC on 03/03/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/04/1986
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GILMAN CIOCIA, INC.PARENT CORP.
GREENSTEIN, IVAN HUGHFINANCIAL OPERATIONS PRINCIPAL2626704
MOTTA, CHRISTOPHER JOHNPRINCIPAL2741133
NAPOLITANO, AMY ANNPRESIDENT, DIRECTOR4024302
NAPOLITANO, AMY ANNCHIEF COMPLIANCE OFFICER4024302

Disclosures


Regulatory Event10
Arbitration6

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


PRIME CAPITAL SERVICES, INC.

CRD#: 18334

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