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NH

Nicholas K. Hatanaka

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CRD#: 5341380
NH

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.

Nicholas K. Hatanaka, who also goes by Nicholas Hatanaka, was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 2007. Nicholas had worked at 4 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas Hatanaka

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 11, 2009 - December 3, 2012

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

April 6, 2009 - December 9, 2009

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
NEW YORK, NY
Past

March 16, 2009 - April 13, 2009

DIMENSION SECURITIES, LLC

BD
CRD#: 139543
NEW YORK, NY
Past

September 22, 2007 - March 10, 2009

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
NEW YORK, 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: 10/4/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/3/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


TC
TRANSCEND CAPITAL
PROTRADER.COM, LP | TRANSCEND CAPITAL, LP | TRANSCEND CAPITAL, LLC | TRANSCEND CAPITAL

CRD#: 104483 / SEC#: , 8-52946

BD
Terminated by SEC on 09/30/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/13/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRANSCEND CAPITAL MANAGEMENT, LLCMANAGING MEMBER
DENIO, MICHAEL EDWINPRESIDENT / CCO4167298
GOODIN, DIANE MARIEFINOP / CFO3117840
JONES, VERNON HUGH JR.CEO4316356
SWEARINGEN, BRADLEY JACOBCHIEF TECHNICAL OFFICER/CHIEF INFORMATION OFFICER4633976

Disclosures


Regulatory Event4

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


TRANSCEND CAPITAL

CRD#: 104483

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