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JT

Joel Tavarez

GARDEN STATE SECURITIES
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 4158431
JT

Professional summary


Joel Tavarez, who also goes by Joel Tavar, is a registered financial professional currently at GARDEN STATE SECURITIES, INC. located in Red Bank, New Jersey.

Joel is registered as a RR (Registered Representative) and started their career in finance in 2000. Joel has worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joel Tavar

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 Joel Tavarez'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

June 13, 2023 - Present

GARDEN STATE SECURITIES, INC.

Office #1: 328 Newman Springs Road, Red Bank, NJ 07701
BD
CRD#: 10083
Red Bank, NJ
Past

February 11, 2022 - June 14, 2023

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

June 2, 2021 - February 1, 2022

PINNACLE INVESTMENTS, LLC

BD
CRD#: 142910
Boca Raton, FL
Past

June 13, 2014 - June 24, 2021

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

May 23, 2014 - June 30, 2014

REALTA EQUITIES, INC.

BD
CRD#: 23769
New York, NY
Past

November 21, 2013 - May 28, 2014

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY
Past

July 29, 2013 - November 21, 2013

CLARK DODGE & CO., INC.

BD
CRD#: 23288
NEW YORK, NY
Past

September 1, 2011 - July 15, 2013

CAPE SECURITIES INC.

BD
CRD#: 7072
NEW YORK, NY
Past

September 20, 2010 - September 2, 2011

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

May 13, 2010 - September 15, 2010

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
JERSEY CITY, NJ
Past

January 22, 2010 - May 11, 2010

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

April 3, 2001 - October 22, 2001

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

October 17, 2000 - March 6, 2001

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

July 12, 2000 - September 11, 2000

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, 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
California
(6/13/2023)
RR
District of Columbia
(6/13/2023)
RR
Florida
(6/13/2023)
RR
Hawaii
(6/13/2023)
RR
Massachusetts
(6/13/2023)
RR
Missouri
(6/13/2023)
RR
Nevada
(6/13/2023)
RR
New Jersey
(6/13/2023)
RR
New York
(6/13/2023)
RR
Ohio
(6/13/2023)
RR
Oregon
(6/13/2023)
RR
South Carolina
(6/13/2023)
RR
Tennessee
(6/13/2023)
RR
Texas
(6/13/2023)
RR
Virginia
(6/13/2023)
RR
Washington
(6/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GS
GARDEN STATE SECURITIES, INC.
GARDEN STATE SECURITIES, INC.

CRD#: 10083 / SEC#: , 8-25790

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


Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
328 Newman Springs Road, Red Bank, NJ 07701
Phone number
(732) 280-6886
Established
New Jersey since 03/01/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 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#
AMBROSINO, RAYMOND EDWARDDIRECTOR/SHAREHOLDER2070784
DEROSA, KEVIN JOHNDIRECTOR/SHAREHOLDER2314895
PERROTTO, LOUIS LUCKY JRDIRECTOR/SHAREHOLDER/CHIEF EXECUTIVE OFFICER3053498
SARI, SCOTT HENRYDIRECTOR/SHAREHOLDER2226426
MALONE, PATRICK ANTHONYCHIEF SUPERVISORY OFFICER2143703
MCMULLIN, ROBERTCHIEF FINANCIAL OFFICER1540045
TRIGILI, STEVEN DAVIDCHIEF COMPLIANCE OFFICER2232496

Disclosures


Regulatory Event24
Arbitration3

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


GARDEN STATE SECURITIES, INC.

CRD#: 10083Red Bank, NJ 07701

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