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BH

Bradley J. Haddy

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CRD#: 710685
BH

Professional summary


Bradley John Haddy was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bradley is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Bradley had worked at 8 firms, which includes JOSEPHTHAL & CO. INC., KENNEDY MATHEWS LANDIS HEALY & PECORA INCORPORATED, PROTECTIVE GROUP SECURITIES CORPORATION, HAYNE MILLER FINANCIAL INC., RED ROCK INVESTMENTS INC., FIRST UNITED SECURITIES CORPORATION, IRI SECURITIES CORPORATION, ALSTEAD DEMPSEY & COMPANY INCORPORATED.

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 27, 1994 - March 22, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

October 30, 1991 - July 25, 1994

KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED

BD
CRD#: 27181
MINNEAPOLIS, MN
Past

September 14, 1989 - September 25, 1991

PROTECTIVE GROUP SECURITIES CORPORATION

BD
CRD#: 6757
MINNEAPOLIS, MN
Past

November 13, 1986 - July 6, 1989

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
MINNEAPOLIS, MN
Past

December 12, 1983 - November 13, 1984

RED ROCK INVESTMENTS, INC.

BD
CRD#: 13910
Past

March 8, 1983 - January 17, 1984

FIRST UNITED SECURITIES CORPORATION

BD
CRD#: 10286
Past

November 5, 1982 - December 13, 1982

IRI SECURITIES CORPORATION

BD
CRD#: 10004
Past

July 1, 1980 - December 16, 1982

ALSTEAD, DEMPSEY & COMPANY, INCORPORATED

BD
CRD#: 4046

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: 12/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


J&
JOSEPHTHAL & CO., INC.
JOSEPHTHAL & CO INC | ROSENKRANTZ, EHRENKRANTZ, LYON & ROSS INCORPORATED | ROSENKRANTZ LYON & ROSS INCORPORATED | JOSEPHTHAL LYON & ROSS INCORPORATED | JOSEPHTHAL & CO., INC.

CRD#: 3227 / SEC#: , 8-5651

BD
Terminated by SEC on 06/24/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/1956
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JOSEPHTHAL CAPITAL GROUP, INC.PARENT
AGOSTA, SALVATORE FRANKCHIEF FINANCIAL OFFICER1253738
FICHTNER, HENRY ARTHURNATIONAL MANAGER-RETAIL DIVISION-VICE PRESIDENT1327009
FITZGERALD, PAUL HENRYCEO - CHAIRMAN - PRESIDENT - CHIEF OPERATING OFFICER - DIRECTOR812775
HURLEY, KEVIN BRADYCOMPLIANCE DIRECTOR1293748
KRONENBERG, DAVID HIRSCHCHIEF ADMINISTRATIVE OFFICER1799665
MATYCKAS, EDWARD STANLEYCROP/SROP1405961
MCCABE, DONALD GERARDGENERAL COUNSEL - REGULATION & LITIGATION - ASSISTANT SECRETARY1367480
MCNAMARA, DENNIS PATRICKGENERAL COUNSEL - CORPORATE-VICE PRESIDENT2938486

Disclosures


Regulatory Event32
Arbitration12

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


JOSEPHTHAL & CO., INC.

CRD#: 3227

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