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Carlos A. Figueroa

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CRD#: 864393
CF

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.

Carlos Alfonso Figueroa, who also goes by Carlos A Figueroa, was a registered financial professional .

Carlos is a previously registered financial professional and started their career in finance in 1979. Carlos had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carlos A Figueroa

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

November 21, 2006 - August 1, 2008

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
AVE MARIA, FL
Past

December 8, 1997 - November 17, 2006

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
GREENWOOD, IN
Past

March 20, 1992 - December 3, 1997

SHAY GOVERNMENT SECURITIES CO.

BD
CRD#: 27214
Past

March 20, 1992 - December 8, 1997

SHAY FINANCIAL SERVICES CO.

BD
CRD#: 27215
IRVING, TX
Past

October 30, 1989 - November 13, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 18, 1988 - January 4, 1991

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 15, 1987 - January 21, 1988

BALCOR SECURITIES COMPANY

BD
CRD#: 6539
Past

January 30, 1981 - January 16, 1986

PRUDENTIAL-BACHE CAPITAL FUNDING PUERTO RICO INC.

BD
CRD#: 8450
Past

December 22, 1980 - January 16, 1986

PRUDENTIAL-BACHE LATIN AMERICA INC.

BD
CRD#: 8315
Past

August 20, 1979 - January 14, 1986

PRUDENTIAL-BACHE SECURITIES (PAN AMERICA) INC.

BD
CRD#: 65
Past

April 2, 1979 - August 27, 1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 7/8/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


D&
DOMINICK & DICKERMAN LLC
DOMINICK & DICKERMAN LLC | DOMINICK INVESTOR SERVICES CORPORATION | DOMINICK & DOMINICK, INCORPORATED | DOMINICK & DOMINICK LLC

CRD#: 7344 / SEC#: 801-63247, 8-21076

BD
Terminated by SEC on 09/19/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/30/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

DOMINICK & DOMINICK LLC ADV PART 2 (8/28/2014)

Direct owners and executive officers


NamePositionCRD#
DM TRUSTOWNER
DERBY WEST LLCTRUSTEE OF DM TRUST
HLADEK, ROBERT MICHAELCEO
HLADEK, ROBERT MICHAELSR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER2199923

Disclosures


Regulatory Event23
Arbitration11
Bond1

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


DOMINICK & DICKERMAN LLC

CRD#: 7344

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