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DS

Daniel L. Springate

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CRD#: 809188
DS

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.

Daniel Lamont Springate, who also goes by Dan Lamont Springate, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1975. Daniel had worked at 8 firms and has passed the Series 63, Series 5, Series 3, Series 7, Series 53, Series 24, Series 12 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Lamont Springate

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

December 15, 1983 - November 21, 2001

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

March 15, 1983 - July 18, 1983

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

July 12, 1982 - November 17, 1982

J. DAVID SECURITIES, INC.

BD
CRD#: 10000
Past

December 17, 1981 - July 13, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

June 18, 1980 - December 21, 1981

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

April 20, 1979 - June 15, 1980

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

November 4, 1978 - April 16, 1979

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

June 25, 1975 - November 9, 1978

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 7/25/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 3/6/1981
NYSE Branch Manager Examination
Principal/Supervisory Exam

Current Firm


HS
HARRISON SECURITIES, INC.
D.L. SPRINGATE SECURITIES | SPRINGATE, DANIEL LAMONT | HARRISON SECURITIES, INC.

CRD#: 14103 / SEC#: , 8-30546

BD
Cancelled by SEC on 07/15/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/27/2000
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLUMER, FREDERICK CLARKCEO, PRESIDENT, EXEC. REP., GSP1574325
FLORIO, PHILIPFINOP2377440
LEVENTHAL, RAYMOND ALANVICEP PRESIDENT, EXEC.REP.,GSP,ROP,CROP,SROP,MSRB PRIN., COMPLAINCE OFFICER3120615

Disclosures


Regulatory Event8
Arbitration4

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


HARRISON SECURITIES, INC.

CRD#: 14103

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