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Peter A. Mazzara

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CRD#: 4323658
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Professional summary


Peter Anthony Mazzara was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Peter is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, Peter had worked at 5 firms, which includes CALDWELL INTERNATIONAL SECURITIES, WATERSTONE FINANCIAL GROUP INC., SPIKE FINANCIAL SERVICES LLC, VANGUARD CAPITAL, WOODBURY FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter A Mazzara

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

November 29, 2004 - July 22, 2005

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

November 13, 2003 - November 2, 2004

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BOSTON, MA
Past

August 25, 2003 - November 3, 2003

SPIKE FINANCIAL SERVICES, LLC

BD
CRD#: 112193
CHICAGO, IL
Past

March 4, 2003 - July 22, 2003

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BOSTON, MA
Past

November 9, 2001 - May 16, 2002

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

January 1, 2001 - October 26, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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: 3/12/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CI
CALDWELL INTERNATIONAL SECURITIES
ADAMS WEALTH MANAGEMENT | CALDWELL INTERNATIONAL SECURITIES CORPORATION | CALDWELL INTERNATIONAL SECURITIES | BRENNAN AND ASSOCIATES, INC.

CRD#: 104323 / SEC#: , 8-52771

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Fischer, TX
Mailing Address
Phone number
Established
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
JACOBS, PAUL JOSEPHCCO, FINOP4658235

Disclosures


Regulatory Event8
Arbitration1

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


CALDWELL INTERNATIONAL SECURITIES

CRD#: 104323

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