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BK

Barbara J. Krumsiek

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CRD#: 1050876
BK

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.

Barbara Janet Krumsiek, who also goes by Barbara Janet Leonard, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1982. Barbara had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barbara Janet Leonard

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

January 23, 2015 - April 24, 2015

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD
Past

May 5, 1997 - December 31, 2014

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD
Past

September 3, 1993 - April 21, 1997

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

February 3, 1992 - August 19, 1993

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 1, 1987 - March 16, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

December 10, 1986 - April 15, 1987

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
Past

June 25, 1982 - January 29, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

June 25, 1982 - February 12, 1987

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

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: 2/6/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CALVERT INVESTMENT DISTRIBUTORS, INC.
CALVERT DISTRIBUTORS, INC. | CALVERT INVESTMENTS | CALVERT INVESTMENT DISTRIBUTORS, INC.

CRD#: 37527 / SEC#: , 8-47915

BD
Terminated by SEC on 07/25/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/19/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CALVERT INVESTMENTS, INC. ("CI")SHAREHOLDER
ENDERSON, ROBERT JAMES ALTONPRESIDENT, CHIEF COMPLIANCE OFFICER AND TREASURER1047797
NIEBLER, ANDREW KURTGENERAL COUNSEL, SENIOR VP AND SECRETARY5113452

Disclosures


Regulatory Event1

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


CALVERT INVESTMENT DISTRIBUTORS, INC.

CRD#: 37527

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