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HA

Harvey B. Allon

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CRD#: 726935
HA

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.

Harvey Baer Allon was a registered financial professional .

Harvey is a previously registered financial professional and started their career in finance in 1981. Harvey had worked at 8 firms and has passed the Series 63, Series 3, Series 7, Series 4 and Series 24 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

January 1, 1999 - December 31, 2012

BRADDOCK FINANCIAL LLC

RIA
CRD#: 112732
DENVER, CO
Past

January 1, 1999 - March 29, 2023

BRADDOCK FINANCIAL LLC

RIA
CRD#: 112732
DENVER, CO
Past

June 3, 1998 - July 5, 2001

GREENWICH FINANCIAL SERVICES, L.L.C.

BD
CRD#: 39231
GREENWICH, CT
Past

December 19, 1994 - June 3, 1996

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ
Past

September 16, 1987 - May 17, 1993

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

October 6, 1986 - July 27, 1987

PRINTON, KANE GOVERNMENT SECURITIES, INC.

BD
CRD#: 17733
Past

January 20, 1984 - March 12, 1984

B. J. LEONARD AND COMPANY, INC.

BD
CRD#: 62
Past

April 1, 1982 - January 12, 1984

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

March 23, 1981 - March 3, 1982

G. S. OMNI CORPORATION

BD
CRD#: 8141

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: 3/27/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/1982
General Securities Principal Examination

Current Firm


BF
BRADDOCK FINANCIAL LLC
BRADDOCK FINANCIAL CORP | BRADDOCK FINANCIAL LLC | BRADDOCK FINANCIAL CORP.

CRD#: 112732 / SEC#: 801-60893

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Contact information


Main Address
1200 17th Street Suite 1210, Denver, CO 80202
Mailing Address
Phone number
(303) 308-6400
Established
Firm type
Fiscal year end
# of Employees
8

Documents


Latest Form ADV

Part 2 Brochures

BRADDOCK - FORM ADV PART 2A - 3.29.2022 (3/29/2022)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 565,436,575

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


BRADDOCK FINANCIAL LLC

CRD#: 112732

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