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Hiteshkumar P. Donga

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CRD#: 4376796
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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.

Hiteshkumar Piyushbhai Donga, who also goes by Hitesh Piyushbuai Donga, Hitesh Donga, was a registered financial professional .

Hiteshkumar is a previously registered financial professional and started their career in finance in 2005. Hiteshkumar had worked at 7 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hitesh Piyushbuai Donga | Hitesh Donga

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 13, 2019 - February 5, 2021

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
Newark, NJ
Past

February 29, 2016 - April 8, 2019

TRADEWEB DIRECT LLC

BD
CRD#: 103787
NEW YORK, NY
Past

March 9, 2015 - October 1, 2015

INTERCOASTAL CAPITAL MARKETS, INC.

BD
CRD#: 83
Summit, NJ
Past

May 24, 2013 - March 3, 2015

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
NEWARK, NJ
Past

December 3, 2012 - May 20, 2013

AXOS CLEARING LLC

BD
CRD#: 117176
EDISON, NJ
Past

March 30, 2012 - November 14, 2012

BNY MELLON CAPITAL MARKETS, LLC

BD
CRD#: 17454
NEW YORK, NY
Past

April 27, 2005 - April 3, 2012

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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: 8/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/2022
General Securities Principal Examination

Current Firm


BB
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC | MSCS FINANCIAL SERVICES, LLC | MSCS FINANCIAL SERVICES | LTX

CRD#: 114212 / SEC#: , 8-53412

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


Main Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Mailing Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Phone number
(201) 793-9304
Established
Delaware since 04/06/2001
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BROADRIDGE BPO HOLDING LLCSOLE MEMBER
ALEXANDER, MICHAEL JAYCEO/PRESIDENT/ MANAGER ON THE BOARD OF MANAGERS1428753
BEUTELSCHIES, WILL SAMUELDIRECTOR OF COMPLIANCE: AMLCO2779204
CASS, ALBERT JOHN LLLVICE PRESIDENT2182652
DEONIER, CHRISTIAN WILLIAMSENIOR VICE PRESIDENT2829240
GIACALONE, THOMAS A.PRINCIPAL OPERATING OFFICER / MANAGER ON THE BOARD OF MANAGERS2873774
JUHL, SVETLANAMANAGER ON THE BOARD OF MANAGERS6154375
PERRY, CHRISTOPHER JOHNMANAGER ON THE BOARD OF MANAGERS1841603
PORT, JAMES EDWARDCHIEF COMPLIANCE OFFICER2366427
SAX, CHARLES EDMONDCHIEF FINANCIAL OFFICER / VP / TREASURER / FINOP1821188

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


BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

CRD#: 114212

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