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Detailed Report
JAMES PAUL DANKO
CRD#: 2899544
IA
Investment Adviser
B
Broker
FRAGASSO FINANCIAL ADVISORSCRD#: 123255 3402 Washington Road
SUITE 301
McMurray, PA 15317
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 3402 Washington Road
Suite 301
McMurray, PA 15317
Registration History
199820002002200420062008201020122014201620182020202220242026BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2018 - Present (6 years)IAFRAGASSO FINANCIAL ADVISORS (CRD# 123255)2006 - Present (18 years)BLPL FINANCIAL LLC (CRD# 6413)2000 - 2018 (17 years)BDREYFUS INVESTMENT SERVICES CO... (CRD# 17477)1998 - 2000 (2 years)BMEYERS POLLOCK ROBBINS, INC. (CRD# 13436)1997 - 1997 (<1 year)
Disclosure(s)
View By:
8/16/2016
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 8/2/2018
B
New Hampshire 1/2/2025
B
California 8/2/2018
B
New Jersey 8/2/2018
B
Colorado 8/2/2018
B
New York 8/2/2018
B
Delaware 8/14/2018
B
North Carolina 8/2/2018
B
District of Columbia 8/2/2018
B
Ohio 8/2/2018
B
Florida 8/2/2018
B
Oregon 9/13/2021
B
Georgia 8/2/2018
IA
Pennsylvania 12/13/2006
B
Idaho 4/4/2023
B
Pennsylvania 8/2/2018
B
Illinois 3/5/2019
B
South Carolina 8/2/2018
B
Indiana 8/2/2018
B
Tennessee 1/25/2019
B
Kansas 8/2/2018
B
Texas 8/2/2018
B
Maryland 8/2/2018
B
Vermont 9/17/2018
B
Massachusetts 8/2/2018
B
Virginia 8/2/2018
B
Michigan 8/2/2018
B
Washington 8/2/2018
B
Nebraska 8/2/2018
B
West Virginia 8/2/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
3402 Washington Road Suite 301, McMurray, PA 15317
2200 Georgetown Drive Suite 302, Sewickley, PA 15143
Registered with this firm since 8/2/2018
IA
FRAGASSO FINANCIAL ADVISORS (CRD#:123255)
3402 Washington Road SUITE 301, McMurray, PA 15317
Registered with this firm since 12/13/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 12/08/2000 - 08/03/2018 LPL FINANCIAL LLC (CRD#:6413) PITTSBURGH, PA
B
 02/20/1998 - 07/21/2000 DREYFUS INVESTMENT SERVICES CORPORATION (CRD#:17477) PITTSBURGH, PA
B
 07/25/1997 - 10/31/1997 MEYERS POLLOCK ROBBINS, INC. (CRD#:13436)
FINRA expelled the firm on 08/10/2001
NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.