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Anthony J. Depalma

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CRD#: 65694
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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.

Anthony Joseph Depalma was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1960. Anthony had worked at 13 firms and has passed the Series 63, SIE, PC, Series 5, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 25, 2014 - September 15, 2017

FINANCIAL AMERICA SECURITIES, INC.

BD
CRD#: 5100
CLEVELAND, OH
Past

March 2, 2009 - February 24, 2014

FINTEGRA, LLC

BD
CRD#: 16741
MAYFIELD HEIGHTS, OH
Past

March 2, 2007 - March 2, 2009

SANDERS MORRIS LLC

BD
CRD#: 20580
BEACHWOOD, OH
Past

April 25, 2001 - March 6, 2007

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
CLEVELAND, OH
Past

May 29, 1997 - May 15, 2001

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

April 28, 1997 - May 5, 1997

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
Past

July 11, 1996 - April 30, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 4, 1990 - July 15, 1996

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 23, 1987 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

October 2, 1984 - March 6, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

July 27, 1982 - October 17, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

August 18, 1980 - August 4, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 16, 1978 - September 6, 1980

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 22, 1960 - March 13, 1975

BACHE & CO INCORPORATED

BD
CRD#: 7058

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: 8/9/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 11/1/1984
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 4/22/1960
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 8/14/1978
Registered Principal Examination

Current Firm


FA
FINANCIAL AMERICA SECURITIES, INC.
FINANCIAL AMERICA SECURITIES, INC. | FINANCIAL AMERICA SECURITIES,INC.

CRD#: 5100 / SEC#: , 8-15719

BD
Terminated by SEC on 11/14/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 03/04/1970
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RUKENBROD, JOHN DAVIDPRESIDENT /CHIEF OPERATIONS OFFICER4505254
CONWAY, ROBERT GRAHAMCHIEF COMPLIANCE OFFICER864388
GWYNNE LOUISE RUKENBRODSTOCKHOLDER

Disclosures


Regulatory Event14
Civil Event1
Arbitration1

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


FINANCIAL AMERICA SECURITIES, INC.

CRD#: 5100

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