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Francis P. Anderson

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CRD#: 715528
FA

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.

Francis Peter Anderson, who also goes by Fran Anderson, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1994. Francis had worked at 6 firms and has passed the Series 63, Series 55, Series 7, Series 53, Series 27, Series 4, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fran Anderson

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 14, 2006 - February 6, 2012

EQUITY SOURCE PARTNERS, LLC

BD
CRD#: 140227
JERICHO, NY
Past

March 26, 2003 - August 17, 2006

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
JERICHO, NY
Past

December 23, 1996 - March 21, 2003

KSH INVESTMENT GROUP, INC.

BD
CRD#: 41817
GREAT NECK, NY
Past

February 21, 1996 - February 27, 1996

CAIN BROTHERS & COMPANY, LLC

BD
CRD#: 13649
NEW YORK, NY
Past

April 21, 1994 - October 30, 1995

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
JERSEY CITY, NJ
Past

January 14, 1994 - March 18, 1994

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA

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: 1/10/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/22/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/6/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


ES
EQUITY SOURCE PARTNERS, LLC
EQUITY SOURCE PARTNERS, LLC

CRD#: 140227 / SEC#: , 8-67295

BD
Terminated by SEC on 02/06/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ESP HOLDINGS, LLCSOLE OWNER
ANDERSON, FRANCIS PETERCHIEF COMPLIANCE OFFICER715528
SUCOFF, CARY WILLIAMPRESIDENT1156732

Disclosures


Regulatory Event1

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


EQUITY SOURCE PARTNERS, LLC

CRD#: 140227

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