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JL

Joseph A. Larocca

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CRD#: 863803
JL

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 Anthony Larocca was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1979. Joseph had worked at 7 firms and has passed the Series 1 exam.

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 23, 1998 - March 24, 2014

SICOR SECURITIES INC

RIA
CRD#: 16195
FT. LAUDERDALE, FL
Past

January 21, 1998 - November 18, 2013

SICOR SECURITIES INC

BD
CRD#: 16195
FT LAUDERDALE, FL
Past

August 3, 1993 - December 18, 1997

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

June 15, 1988 - August 6, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

September 23, 1985 - June 3, 1988

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

March 27, 1984 - September 25, 1985

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

December 28, 1981 - June 24, 1982

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

March 28, 1979 - June 24, 1982

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580

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 1
Date: 3/23/1979
Registered Representative Examination

Current Firm


SS
SICOR SECURITIES INC
S I SECURITIES, INC. | TOWER EQUITIES, INC. | TOWER EQUITIES INC | SICOR SECURITIES INC

CRD#: 16195 / SEC#: 801-31673, 8-33445

BD
Terminated by SEC on 12/14/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 04/01/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TIS HOLDINGS INCSTOCK HOLDER
LEHMAN, HEATH AFINANCIAL & OPERATIONS PRINCIPAL2395182
MERRICK, GREGORY LUNARPRESIDENT/DIRECTOR2933448
MERRICK, GREGORY LUNARCHIEF COMPLIANCE OFFICER2933448
MERRICK, SARA ANNSECRETARY/V-PRES/DIRECTOR2672417
THE DEMANGE ASSET MANAGEMENT COSTOCK HOLDER

Disclosures


Regulatory Event13
Arbitration1

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


SICOR SECURITIES INC

CRD#: 16195

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