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ED

Edward E. Dockray

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CRD#: 69089
ED

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.

Edward Eugene Dockray was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1981. Edward had worked at 7 firms and has passed the Series 1 and Series 24 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 8, 1989 - May 17, 1989

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

November 18, 1986 - December 21, 1988

EQUITIES INTERNATIONAL SECURITIES, INC.

BD
CRD#: 8663
Past

May 9, 1986 - October 10, 1986

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

August 6, 1984 - May 17, 1986

EASTERN CAPITAL SECURITIES, INC.

BD
CRD#: 14743
Past

February 25, 1983 - March 14, 1985

EASTERN CAPITAL CORPORATION

BD
CRD#: 7910
Past

June 25, 1982 - October 26, 1982

ROONEY, PACE INC.

BD
CRD#: 6218
Past

November 5, 1981 - April 6, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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


General Industry/Product Exam
RR
Series 1
Date: 11/1/1972
Registered Representative Examination

Current Firm


JA
JONATHAN ALAN & CO., INC.
FIRST ASSOCIATED FINANCIAL GROUP, LTD. | JONATHAN ALAN & CO., INC.

CRD#: 15914 / SEC#: , 8-32952

BD
Cancelled by FINRA on 10/21/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/20/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


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


JONATHAN ALAN & CO., INC.

CRD#: 15914

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