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RB

Raffael L. Bartolucci

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CRD#: 1055385
RB

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.

Raffael Leo Bartolucci, who also goes by Raffaele Leo Bartolucci, was a registered financial professional .

Raffael is a previously registered financial professional and started their career in finance in 1982. Raffael had worked at 6 firms and has passed the Series 63, Series 56, Series 55, Series 7, Series 3 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raffaele Leo Bartolucci

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

May 24, 2013 - October 31, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

July 14, 2003 - April 29, 2004

REDWOOD TRADING, LLC

BD
CRD#: 114774
SAN FRANCISCO, CA
Past

July 2, 1999 - May 14, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

September 4, 1997 - September 22, 1998

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

April 19, 1988 - July 23, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 28, 1983 - February 29, 1984

ADVEST, INC.

BD
CRD#: 10
Past

September 29, 1982 - August 30, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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: 5/24/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 56
Date: 5/23/2013
Proprietary Trader Qualification Examination
General Industry/Product Exam
RR
Series 55
Date: 9/28/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WP
WTS PROPRIETARY TRADING GROUP LLC
WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117 / SEC#: , 8-67986

BD
Terminated by SEC on 03/06/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/09/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WTS PTG HOLDINGS, LLCOWNER
CLARK, CHESTER EDMONDCEO2486219
DISCENZA, PETER VINCENT JRCHIEF COMPLIANCE OFFICER4386342
JONES, WILLIAM RUSSELLOPERATIONS MANAGER2948251
LI, XIAOYANFINOP4465893

Disclosures


Regulatory Event6

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


WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

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