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JK

Joseph E. Kurczodyna

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CRD#: 864454
JK

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 Edward Kurczodyna, who also goes by Joseph Edward Bianca, Joe K Kurczodyna, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1979. Joseph had worked at 9 firms and has passed the Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Edward Bianca | Joe K Kurczodyna

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

December 19, 2000 - June 5, 2001

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

December 14, 1999 - December 19, 2000

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

March 9, 1990 - March 28, 2000

MILLS FINANCIAL SERVICES, INC.

BD
CRD#: 10537
LAKE BLUFF, IL
Past

November 13, 1989 - February 21, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

June 10, 1988 - October 23, 1989

TRI-BRADLEY INVESTMENTS

BD
CRD#: 14208
Past

January 27, 1988 - May 3, 1988

CHELSEA SECURITIES, INC.

BD
CRD#: 16821
Past

August 6, 1986 - November 9, 1987

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

May 21, 1985 - May 9, 1986

MILLS FINANCIAL SERVICES, INC.

BD
CRD#: 10537
Past

July 12, 1982 - May 3, 1983

MILLS FINANCIAL SERVICES, INC.

BD
CRD#: 10537
Past

July 28, 1980 - September 2, 1981

INTERNATIONAL SECURITIES, INC.

BD
CRD#: 7051
Past

March 1, 1979 - August 17, 1979

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 5/8/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AP
AUERBACH, POLLAK & RICHARDSON INC.
AUERBACH, POLLAK & RICHARDSON INC.

CRD#: 29824 / SEC#: , 8-44584

BD
Terminated by SEC on 01/08/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 01/23/1992
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AUERBACH FINANCIAL GROUP INC.PARENT COMPANY
EVISIONSHAREHOLDER
BARTELS, STANLEY LEONARDDIRECTOR OF SYNDICATE1011749
COHEN, LEWIS HOWARDFINOP1678304
CONSIDINE, MICHAEL PIERCEEXECUTIVE VP2789726
GEORGE, MARKSENIOR VICE PRESIDENT-SROP/DB ALEX BROWN DIVISION1701125
REGAN, HUGHPRESIDENT, DIRECTOR1254114
RICH, LOUIS JMGN DIR TRADING375430
SANDS, JOHN KEATINGCHAIRMAN, DIRECTOR
YORKE, AARON JONES IVDIRECTOR701412

Disclosures


Regulatory Event7
Arbitration4

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


AUERBACH, POLLAK & RICHARDSON INC.

CRD#: 29824

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