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RD

Richard L. Deney

GLOBAL LEISURE PARTNERS
Wellington, FL
Some features on this profile are disabled
CRD#: 1014351
RD

Professional summary


Richard Lee Deney, who also goes by Richard Lee Deneui, is a registered financial professional currently at GLOBAL LEISURE PARTNERS, LLC located in Wellington, Florida.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1992. Richard has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Lee Deneui

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) - BD


Click below to view Richard Lee Deney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 21, 2015 - Present

GLOBAL LEISURE PARTNERS, LLC

BD
CRD#: 134435
Wellington, FL
Past

June 23, 2014 - September 9, 2015

HEADWATERS BD, LLC

BD
CRD#: 117042
DENVER, CO
Past

June 5, 2012 - April 2, 2014

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

October 25, 2004 - June 6, 2012

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

August 17, 1992 - January 26, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/9/2016)
RR
Connecticut
(2/9/2016)
RR
New York
(10/21/2015)
RR
Texas
(10/21/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 11/24/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GL
GLOBAL LEISURE PARTNERS, LLC
GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435 / SEC#: , 8-66837

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1321 Clydesdale Avenue, Wellington, FL 33414
Mailing Address
124 City Road, London, EC1V 2NX
Phone number
(561) 486-3054
Established
Delaware since 03/01/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GLOBAL LEISURE PARTNERS LLPSHAREHOLDER/MEMBER
DENEY, RICHARD LEEPRINCIPAL/ELECTED MANAGER1014351
HARMS, LINDSAY NEGREANN MRSDIRECTOR /MANAGING MEMBER
HARMS, MARK WILLIAM BRUCECCO/AMLCO/MANAGING MEMBER1731456
HARMS, MARK WILLIAM BRUCECEO/ DIRECTOR/MANAGING MEMBER1731456
SPALEVIC, MAJAFINOP/CFO/ ELECTED MANAGER5985299

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


GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435Wellington, FL

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