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JOSEPH ROBERT HOFFMAN
JOE HOFFMAN
CRD#: 2418270
IA
Investment Adviser
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Broker
HOFFMAN INVESTMENT SERVICES, LLCCRD#: 167360 MARBLEHEAD, OH
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 MARBLEHEAD, OH
Registration History
19952000200520102015202020252 FIRMS2013 - Present (11 years)BCOORDINATED CAPITAL SECURITIES... (CRD# 14762)1999 - 2013 (14 years)BCAPITAL SECURITIES OF AMERICA,... (CRD# 36405)1996 - 1998 (2 years)BTEMPO SECURITIES CORPORATION (CRD# 18175)1995 - 1995 (<1 year)BMONTANO SECURITIES CORPORATION (CRD# 7887)1993 - 1995 (1 year)IACOORDINATED CAPITAL SECURITIES... (CRD# 14762)2002 - 2013 (11 years)
License(s)

State Registrations

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Arizona 4/25/2013

IA
Ohio 4/26/2013

B
Missouri 4/25/2013

B
Virginia 4/25/2013

B
Ohio 4/25/2013

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
HOFFMAN INVESTMENT SERVICES, LLC (CRD#:167360)
MARBLEHEAD, OH
Registered with this firm since 4/26/2013

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
MARBLEHEAD, OH
Registered with this firm since 4/25/2013

Previous Registration(s)
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IA
01/10/2002 - 04/29/2013 COORDINATED CAPITAL SECURITIES, INC. (CRD#:14762) MARBLEHEAD, OH
B
01/22/1999 - 04/29/2013 COORDINATED CAPITAL SECURITIES, INC. (CRD#:14762) MARBLEHEAD, OH
B
01/05/1996 - 08/28/1998 CAPITAL SECURITIES OF AMERICA, INC. (CRD#:36405) HARTVILLE, OH
B
02/08/1995 - 12/31/1995 TEMPO SECURITIES CORPORATION (CRD#:18175) CLEVELAND, OH
B
11/26/1993 - 02/07/1995 MONTANO SECURITIES CORPORATION (CRD#:7887) ORANGE, CA
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.