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YS

Yousuf Saljooki

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CRD#: 5045123
YS

Professional summary


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

Yousuf is a previously registered financial professional and started their career in finance in 2006. Prior to being barred, Yousuf had worked at 9 firms, which includes WORDEN CAPITAL MANAGEMENT LLC, SW FINANCIAL, LEGEND SECURITIES INC., SIXTEEN SECURITIES INC., BROOKVILLE CAPITAL PARTNERS, WHITAKER SECURITIES LLC, VFINANCE INVESTMENTS INC, NEWBRIDGE SECURITIES CORPORATION, BENSON YORK GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Saljooki | Joseph Saljooki

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

December 22, 2017 - April 20, 2018

WORDEN CAPITAL MANAGEMENT LLC

BD
CRD#: 148366
Melville, NY
Past

August 24, 2015 - December 18, 2017

SW FINANCIAL

BD
CRD#: 145012
Melville, NY
Past

March 30, 2015 - August 25, 2015

LEGEND SECURITIES, INC.

BD
CRD#: 44952
Melville, NY
Past

March 12, 2015 - March 20, 2015

SIXTEEN SECURITIES, INC.

BD
CRD#: 104025
Melville, NY
Past

July 16, 2009 - March 13, 2015

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
Melville, NY
Past

February 20, 2008 - July 15, 2009

WHITAKER SECURITIES LLC

BD
CRD#: 121465
UNIONDALE, NY
Past

March 13, 2007 - February 22, 2008

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

February 15, 2006 - April 9, 2007

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
FT. LAUDERDALE, FL
Past

January 5, 2006 - February 11, 2006

BENSON YORK GROUP, INC.

BD
CRD#: 40231
MELVILLE, NY

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: 2/1/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WC
WORDEN CAPITAL MANAGEMENT LLC
WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366 / SEC#: , 8-68010

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 05/08/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
WORDEN, JAMIE JOHNCEO, MEMBER4637404
BODKIN, GREGORY PATRICKCCO3008389
BORGNER, RICHARD REISSCOO/MUNICIPAL PRINCIPAL/ROSFP1104666
CUCCIA, GARY JOHNFINOP1386493

Disclosures


Regulatory Event6
Arbitration12

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


WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366

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