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Edward L. Tackaberry

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CRD#: 724027
ET

Professional summary


Edward Lawrence Tackaberry was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Edward is a previously registered financial professional and started their career in finance in 1981. Prior to being barred, Edward had worked at 8 firms, which includes THE CONCORD EQUITY GROUP LLC, VFINANCE INVESTMENTS INC, PITTSFORD CAPITAL MARKETS INC, ESSEX CAPITAL MARKETS INC., FIRST PUBLIC SECURITIES INC., NATHAN & LEWIS SECURITIES INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, HORNOR TOWNSEND & KENT LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward L Tackaberry | Ted Tackaberry

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

June 8, 2005 - November 29, 2006

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ROCHESTER, NY
Past

December 4, 2002 - June 8, 2005

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

June 22, 1994 - February 26, 2003

PITTSFORD CAPITAL MARKETS, INC

BD
CRD#: 36406
PITTSFORD, NY
Past

September 29, 1986 - April 21, 1994

ESSEX CAPITAL MARKETS, INC.

BD
CRD#: 11896
ROCHESTER, NY
Past

January 1, 1986 - March 4, 1987

FIRST PUBLIC SECURITIES, INC.

BD
CRD#: 16035
Past

February 6, 1985 - February 18, 1986

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
Past

June 19, 1983 - February 27, 1985

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

February 24, 1981 - September 27, 1985

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031

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
IAR
Series 65
Date: 10/16/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 4/2/1977
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


TC
THE CONCORD EQUITY GROUP, LLC
CONCORD EQUITY GROUP ADVISORS LLC | THE CONCORD EQUITY GROUP, LLC | THE CONCORD EQUITY GROUP | LAESSIG INVESTMENT COMPANY

CRD#: 14569 / SEC#: , 8-35226

BD
Terminated by SEC on 10/13/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 06/10/1975
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WASHINGTON ASSOCIATES 205 LLCPARENT COMPANY - BROKER-DEALER ONLY
DIOGUARDI, WILLIAM PAULCHAIRMAN1005567
MIN, SUNG SIKCFO/FINOP1025256

Disclosures


Regulatory Event5
Arbitration2
Bond1

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


THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

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