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BH

Bomy M. Hagopian

BERKSHIRE GLOBAL ADVISORS LP
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 4681680
BH

Professional summary

Bomy Monica Hagopian, who also goes by Bomy M Hong, Bomy Monica Hong, is a registered financial professional currently at BERKSHIRE GLOBAL ADVISORS LP located in San Francisco, California.

Bomy is registered as a RR (Registered Representative) and started their career in finance in 2004. Bomy has worked at 1 firm and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bomy M Hong | Bomy Monica Hong

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 Bomy Monica Hagopian's 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 5, 2004 - Present

BERKSHIRE GLOBAL ADVISORS LP

Office #1: 50 California Street Suite 1500, San Francisco, CA 94111
BD
CRD#: 124180
San Francisco, CA

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
(5/31/2005)
RR
California
(8/25/2014)
RR
Colorado
(5/3/2005)
RR
New York
(4/24/2004)
RR
Ohio
(5/2/2005)
RR
Pennsylvania
(5/5/2005)
RR
Texas
(5/17/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/5/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BG
BERKSHIRE GLOBAL ADVISORS LP
BERKSHIRE CAPITAL CORPORATION | BERKSHIRE GLOBAL ADVISORS LP | BERKSHIRE CAPITAL SECURITIES LLC

CRD#: 124180 / SEC#: , 8-65641

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

Main Address
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
Mailing Address
527 Madison Avenue 3rd Floor, New York, NY 10022-4212
Phone number
(212) 207-1000
Established
Delaware since 08/01/2018
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
JADA CORP.MEMBER
BOMY CAPITAL CORPORATIONMEMBER
HUMPHREY, JOHN HILDESLEYMEMBER6229742
BERKSHIRE CAPITAL CORPORATIONMEMBER
DBR HOLDINGS INC.MEMBER
DELAMORE FAMILY TRUSTMEMBER
HJS CORPORATIONMEMBER
LATIN FIREBIRD CORP.MEMBER
SUGAR MAPLE CORPORATIONMEMBER
BACH, KRISTINA NMNFINOP, PFO, POO4281682
BERKSHIRE GLOBAL ADVISORS GP, LLCGENERAL PARTNER
CAMERON, ROBERT BRUCECEO1146348
DUNN, GLENN MICHAELMEMBER8048233
EMTEMARK, PHILIP RAYMONDMEMBER6378495
FRIEDMAN, JUSTIN AMEMBER6357798
HACHIM, AJMAL BENMEMBER6762228
JAKHETE, OPAL RAJMEMBER6685034
JEANB CORPORATIONMEMBER
KOLINSKY, DANIEL MICHAELMEMBER6734357
KRUKOWSKI, JULIAN THEODORECCO3070439
MITCHELL, JULIE ERINCAO3128001
TARTAN FARM CORP.MEMBER

Disclosures

Regulatory Event1

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

BERKSHIRE GLOBAL ADVISORS LP

CRD#: 124180San Francisco, CA 94111

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