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TP

Teague Purcell

DUE DILIGENCE WORKS
Montclair, NJ
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CRD#: 5015868
TP

Professional summary


Teague Purcell, who also goes by Teague David Purcell, is a registered financial advisor currently at DUE DILIGENCE WORKS, INC. located in Montclair, New Jersey.

Teague is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Teague has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Teague David Purcell

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.
1) NAME OF OTHER BUSINESS: SPINONI CONSULTING ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: DATA ENTRY ; START DATE: 10/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / DATA ENTRY ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: THIRD PARTY DUE DILIGENCE FOR BANKS, B/D'S, AND WIREHOUSES ;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Teague Purcell'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

February 24, 2022 - Present

DUE DILIGENCE WORKS, INC.

RIA
CRD#: 292572
Montclair, NJ
Past

March 13, 2019 - April 1, 2020

CETERA ADVISORS LLC

RIA
CRD#: 10299
DENVER, CO
Past

June 12, 2018 - April 1, 2020

CETERA ADVISORS LLC

BD
CRD#: 10299
DENVER, CO
Past

December 22, 2010 - March 19, 2018

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/24/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2019
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/21/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DD
DUE DILIGENCE WORKS, INC.
DUE DILIGENCE WORKS, INC.

CRD#: 292572 / SEC#:

New Jersey
Registered Investment Advisory firm - (5/25/2018 Approved)
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Contact information


Main Address
Monclair, NJ
Mailing Address
Phone number
(973) 744-3658
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

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


DUE DILIGENCE WORKS, INC.

CRD#: 292572Montclair, NJ

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