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JB

Joseph W. Buss

TPG CAPITAL BD
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4490115
JB

Professional summary


Joseph Walter Buss, who also goes by Joe Walter Buss, is a registered financial professional currently at TPG CAPITAL BD, LLC located in Chicago, Illinois.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2002. Joseph has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Walter Buss

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 Joseph Walter Buss'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

April 29, 2020 - Present

TPG CAPITAL BD, LLC

Office #1: 111 South Wacker Drive 36th Floor, Chicago, IL 60606
BD
CRD#: 143876
Chicago, IL
Past

September 28, 2016 - March 16, 2020

PARK HILL GROUP LLC

BD
CRD#: 135898
CHICAGO, IL
Past

September 11, 2012 - October 11, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
CHICAGO, IL
Past

June 25, 2004 - September 26, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

February 12, 2002 - March 16, 2004

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

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
Arizona
(1/11/2024)
RR
Colorado
(4/29/2020)
RR
Idaho
(4/29/2020)
RR
Illinois
(4/29/2020)
RR
Indiana
(4/29/2020)
RR
Iowa
(4/29/2020)
RR
Kansas
(4/29/2020)
RR
Kentucky
(4/29/2020)
RR
Michigan
(4/29/2020)
RR
Minnesota
(4/29/2020)
RR
Missouri
(4/29/2020)
RR
Montana
(4/29/2020)
RR
Nebraska
(4/29/2020)
RR
Nevada
(1/11/2024)
RR
North Dakota
(4/29/2020)
RR
Ohio
(4/29/2020)
RR
Pennsylvania
(1/11/2024)
RR
South Dakota
(4/29/2020)
RR
Wisconsin
(4/29/2020)
RR
Wyoming
(4/29/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TPG CAPITAL BD, LLC
TPG CAPITAL BD, LLC

CRD#: 143876 / SEC#: , 8-67616

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


Main Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Mailing Address
301 Commerce Street Ste 3300, Fort Worth, TX 76102
Phone number
(817) 871-4000
Established
Texas since 03/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
TPG BD ADVISORS, LLCSOLE MEMBER
DAVIDSON, MARTIN LOUISFINOP AND PRINCIPAL FINANCIAL OFFICER5330788
UMAYAM, MICHAELCHIEF COMPLIANCE OFFICER6814011
WEINGART, JACK CHARLESCEO1879144

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


TPG CAPITAL BD, LLC

CRD#: 143876Chicago, IL 60606

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