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LG

Leslie B. Goodman

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CRD#: 818518
LG

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.

Leslie Brian Goodman, who also goes by Les Goodman, was a registered financial professional .

Leslie is a previously registered financial professional and started their career in finance in 1976. Leslie had worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 24 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Les Goodman

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

February 4, 2000 - January 6, 2025

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
BOCA RATON, FL
Past

November 2, 1988 - February 8, 2000

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

July 31, 1985 - January 27, 1988

GMS GROUP

BD
CRD#: 8000
Past

July 31, 1985 - December 31, 1988

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

April 23, 1985 - July 24, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 8, 1980 - April 10, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

August 10, 1979 - April 28, 1980

HANAUER, STERN & COMPANY,INCORPORATED

BD
CRD#: 7077
Past

December 6, 1978 - August 22, 1979

SWANTON SECURITIES, INC.

BD
CRD#: 5823
Past

February 24, 1976 - December 24, 1978

UMIC, INC.

BD
CRD#: 5974

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: 5/28/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 2/19/1976
Registered Principal Examination

Current Firm


HJ
HERBERT J. SIMS & CO, INC.
HERBERT .J SIMS & CO, INC. | HERBERT J. SIMS & CO. INC. | HERBERT J. SIMS & CO, INC.

CRD#: 3420 / SEC#: , 8-3315

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


Main Address
2150 Post Road Suite 301, Fairfield, CT 06824
Mailing Address
2150 Post Road Suite 301, Fairfield, CT 06824
Phone number
(203) 418-9000
Established
Delaware since 12/12/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
TEKSYS CORPORATIONOWNER
DIAMOND, JASON HOWARDCHIEF FINANCIAL OFFICER/MANAGING PRINCIPAL2320884
RULNICK, AARON MDIRECTOR3149315
HEBERT, VALERIECHIEF COMPLIANCE OFFICER4007252
MULLANE, DANIEL JOSEPHMANAGING PRINCIPAL1246435
SANDS, R JEFFREYDIRECTOR4285040
SIMS, WILLIAM BARNETTPRESIDENT/CEO425019

Disclosures


Regulatory Event8
Arbitration2

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


HERBERT J. SIMS & CO, INC.

CRD#: 3420

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