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HE

Hans C. Egloff

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CRD#: 76168
HE

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.

Hans Conrad Egloff was a registered financial professional .

Hans is a previously registered financial professional and started their career in finance in 1967. Hans had worked at 8 firms and has passed the Series 15, Series 41, Series 5, Series 000, Series 1, Series 4 and Series 40 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 17, 1991 - November 18, 1991

ACCESS SECURITIES, LLC

BD
CRD#: 22455
Past

January 23, 1989 - July 6, 1990

SWISS AMERICAN SECURITIES INC.

BD
CRD#: 7973
Past

October 24, 1988 - January 1, 1989

ACCESS SECURITIES, LLC

BD
CRD#: 22455
Past

September 20, 1988 - October 17, 1988

INTERVEST SECURITIES, INC.

BD
CRD#: 18235
Past

August 4, 1982 - May 31, 1988

CLG INVESTMENT COMPANY, INC.

BD
CRD#: 10141
Past

October 11, 1979 - August 19, 1982

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

January 29, 1976 - June 29, 1979

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

December 20, 1974 - February 29, 1976

COLIN, HOCHSTIN CO.

BD
CRD#: 5969
Past

June 12, 1967 - February 1, 1975

BD
CRD#: 1000003

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


General Industry/Product Exam
RR
Series 15
Date: 11/7/1985
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 41
Date: 9/30/1982
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 5
Date: 10/16/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 000
Date: 7/14/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 7/9/1965
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 10/7/1974
Registered Principal Examination

Current Firm


AS
ACCESS SECURITIES, LLC
ACCESS SECURITIES, INC. | ACCESS SECURITIES, LLC

CRD#: 22455 / SEC#: , 8-39729

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
140 Elm Street Suite 7, New Canaan, CT 06840
Mailing Address
140 Elm Street Suite 7, New Canaan, CT 06840
Phone number
(203) 322-3377
Established
Delaware since 05/30/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LEPERCQ DE NEUFLIZE & CO., INCORPORATEDMEMBER
CRAWFORD, SHARI JEANNESECRETARY (2/2024) AND CFO (01/2010), AMLCO AND GSP AND CCO2387030
FELDMAN, RICHARD MARKFINOP2273453
FREMED, JOSHUA MARCSOLE MANAGER4985772
GOING, MICHAEL LEEPRESIDENT/CEO, GSP4687384

Disclosures


Regulatory Event3

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


ACCESS SECURITIES, LLC

CRD#: 22455

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