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PF

Peter R. Fader

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CRD#: 708219
PF

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.

Peter Raad Fader was a registered financial professional .

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

September 1, 2009 - October 7, 2009

WINDFALL SECURITIES LLC

BD
CRD#: 147779
SAN FRANCISCO, CA
Past

November 16, 2007 - January 24, 2008

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

December 9, 2005 - January 14, 2008

URCHIN CAPITAL PARTNERS, LLC

BD
CRD#: 45691
SAN FRANCISCO, CA
Past

February 9, 2005 - May 5, 2005

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

April 9, 2004 - December 15, 2004

M. S. HOWELLS & CO.

BD
CRD#: 104100
SCOTTSDALE, AZ
Past

January 12, 2004 - April 5, 2004

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

August 7, 2003 - January 2, 2004

PRESIDIO CAPITAL ADVISORS, LLC

BD
CRD#: 116284
SAN FRANCISCO, CA
Past

January 10, 2003 - August 4, 2003

MOORS & CABOT, INC.

BD
CRD#: 594
BOSTON, MA
Past

June 11, 2002 - January 10, 2003

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

March 15, 1999 - June 10, 2002

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

July 21, 1998 - March 16, 1999

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

August 11, 1997 - July 22, 1998

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

April 6, 1990 - August 4, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

July 2, 1982 - April 6, 1990

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

May 9, 1980 - July 22, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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: 10/13/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/9/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/28/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WS
WINDFALL SECURITIES LLC
COIT SECURITIES LLC | WINDFALL SECURITIES LLC | IRON CAPITAL SECURITIES, LLC

CRD#: 147779 / SEC#: , 8-67927

BD
Terminated by SEC on 03/03/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/26/2008
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
IRON CAPITAL HOLDINGS, LLCPARENT
LOEWER, JORDAN LAWRENCECCO709168

Disclosures


Regulatory Event3

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


WINDFALL SECURITIES LLC

CRD#: 147779

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