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Cosimo Tacopino

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CRD#: 735156
CT

Professional summary


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

Cosimo is a previously registered financial professional and started their career in finance in 1981. Prior to being barred, Cosimo had worked at 5 firms, which includes DONALD & CO. SECURITIES INC., S. D. COHN & CO. INC., V P SECURITIES INC., BUNKER SECURITIES CORP., DENTON & 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

August 14, 1991 - March 1, 2000

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

January 17, 1991 - August 29, 1991

S. D. COHN & CO., INC.

BD
CRD#: 27827
HAUPPAUGE, NY
Past

April 3, 1987 - February 11, 1991

V P SECURITIES, INC.

BD
CRD#: 16615
Past

November 13, 1986 - March 14, 1987

BUNKER SECURITIES CORP.

BD
CRD#: 8424
Past

April 16, 1985 - October 27, 1987

DENTON & COMPANY, INCORPORATED

BD
CRD#: 1630
Past

July 20, 1981 - April 8, 1985

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776

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: 5/20/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


D&
DONALD & CO. SECURITIES INC.
DONALD & CO. SECURITIES INC.

CRD#: 7776 / SEC#: , 8-20952

BD
Terminated by SEC on 11/09/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 05/19/1976
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THCG INC.PARENT/HOLDING CO.
BLUM, STEPHEN ALLANPRESIDENT/CEO600373
MATTIA, LESLIE ANTHONYCHIEF COMPLIANCE OFFICER1469405
PONTECORVO, ANTHONYSEC/TREAS810358
SCIPIONE, CARL EUGENEC.F.O3000672

Disclosures


Regulatory Event21
Civil Event2
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


DONALD & CO. SECURITIES INC.

CRD#: 7776

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