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JC

Joseph F. Chiappetta

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CRD#: 839268
JC

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 Frank Chiappetta was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 1977. Joseph had worked at 8 firms and has passed the Series 63 and Series 7 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

March 16, 2005 - August 23, 2005

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

December 15, 2003 - February 2, 2011

COASTAL ENERGY ADVISORS LLC

RIA
CRD#: 128415
RYE BROOK, NY
Past

March 26, 2002 - August 19, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

March 8, 2001 - November 2, 2001

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

February 24, 2000 - March 30, 2001

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

November 15, 1979 - August 30, 1999

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

October 3, 1979 - December 5, 1979

CAPIS

BD
CRD#: 7551
Past

July 1, 1977 - November 25, 1977

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595

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: 8/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CS
COWEN SECURITIES LLC
COWEN SECURITIES LLC | TSD TRADING, LLC | THESTREETDIRECT, LLC | PHOENIX THIRD MARKET CORP. | PHOENIX BROKERAGE, LLC | MORGAN DIRECT, LLC | GOLDRING SECURITIES CORPORATION | DAHLMAN, ROSE & COMPANY, LLC | DAHLMAN ROSE WEISS, LLC | DAHLMAN ROSE & COMPANY, LLC | DAHLMAN ROSE & CO., LLC

CRD#: 23510 / SEC#: , 8-40487

BD
Terminated by SEC on 08/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/04/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COWEN DR ACQUISITION COMPANY LLCOWNER
COHEN, STEVEN ANDREWCHIEF COMPLIANCE OFFICER2218249
FAGIN, ROBERT BENJAMINDIRECTOR OF RESEARCH2793090
HOLMES, JOHNCHIEF ADMINISTRATIVE OFFICER1281617
SIMMONS, JAMES RCFO AND FINOP1327561
SOLOMON, JEFFREY MARCCHIEF EXECUTIVE OFFICER2133254

Disclosures


Regulatory Event5

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


COWEN SECURITIES LLC

CRD#: 23510

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