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JD

Joseph F. Dugos

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CRD#: 817511
JD

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.

Joseph Francis Dugos, who also goes by Joseph F Dlugosz, Joseph Francis Dlugosz, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1976. Joseph had worked at 6 firms and has passed the Series 63, Series 7, Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph F Dlugosz | Joseph Francis Dlugosz

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

March 8, 1993 - August 27, 1999

PACIFIC INVESTMENT SECURITIES CORP.

BD
CRD#: 16339
PORTLAND, OR
Past

January 21, 1991 - March 4, 1993

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

September 4, 1990 - December 31, 1990

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 14, 1982 - September 4, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

May 27, 1981 - December 2, 1981

HINKLE & LAMEAR, INC.

BD
CRD#: 2207
Past

April 21, 1976 - June 19, 1981

MARQUAM CAPITAL CORPORATION

BD
CRD#: 5669
Past

January 27, 1976 - May 9, 1976

HINKLE & LAMEAR, INC.

BD
CRD#: 2207

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: 3/25/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 5/28/1976
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/26/1976
Registered Principal Examination

Current Firm


PI
PACIFIC INVESTMENT SECURITIES CORP.
E. BARNES & COMPANY | PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339 / SEC#: , 8-33746

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


Main Address
1837 S Palatine Hill Rd, Portland, OR 97219
Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949
Phone number
(954) 304-4708
Established
Oregon since 02/15/1985
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 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#
LARDINO, FRANK ARTHURPRESIDENT, CCO4104690
CIANTRO, PHILIPFINOP2350685

Disclosures


Regulatory Event1

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


PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339

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