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VH

Victor M. Henriquez

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CRD#: 702954
VH

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.

Victor Manuel Henriquez, who also goes by VIctor Manuel Henriguez, was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1980. Victor had worked at 8 firms and has passed the Series 63, Series 7, Series 15, Series 5 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victor Manuel Henriguez

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

August 25, 2008 - February 24, 2014

PUMA CAPITAL, LLC

BD
CRD#: 146744
MIAMI, FL
Past

March 14, 2006 - January 4, 2007

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
MIAMI, FL
Past

June 26, 1995 - November 17, 2005

REFCO SECURITIES, LLC

BD
CRD#: 14094
MIAMI, FL
Past

October 31, 1991 - August 3, 1999

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

October 31, 1990 - October 31, 1991

HENCORP, INC.

BD
CRD#: 26378
Past

October 1, 1982 - February 25, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 31, 1980 - March 4, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 2, 1980 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 5/22/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 11/22/1982
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 10/23/1981
Interest Rate Options Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/1990
General Securities Principal Examination

Current Firm


PC
PUMA CAPITAL, LLC
PUMA CAPITAL, LLC

CRD#: 146744 / SEC#: , 8-67849

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Mailing Address
555 Theodore Fremd Avenue Suite C204, Rye, NY 10580
Phone number
(212) 269-4100
Established
Florida since 02/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
COUGAR FINANCIAL HOLDINGS LLCMEMBER
HB-PUMA, LLCMEMBER
GREENSTEIN, JOSHUA AARONCEO2522805
GROSS, MARC JONATHANCFO, FINOP2974706
GUTSHALL, MICHAEL SEELEYCCO2505395
HENCORP BECSTONE, LCMEMBER
TIMONY, PETER GERARDCOO3023008

Disclosures


Regulatory Event7

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


PUMA CAPITAL, LLC

CRD#: 146744

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