AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DR

Dennis J. Rosa

Some features on this profile are disabled
CRD#: 1112785
DR

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.

Dennis James Rosa SR, who also goes by Dennis J Rosa, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1985. Dennis had worked at 9 firms and has passed the Series 7 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis J Rosa

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

December 21, 2017 - December 21, 2019

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
BOCA RATON, FL
Past

April 15, 2011 - September 20, 2013

MEDITERRANEAN SECURITIES GROUP, LLC

BD
CRD#: 153755
COCONUT CREEK, FL
Past

January 15, 2010 - April 28, 2011

FORGE FINANCIAL GROUP, INC.

BD
CRD#: 100020
BOCA RATON, FL
Past

April 21, 2008 - June 2, 2009

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
CHIPLEY, FL
Past

April 4, 2007 - January 16, 2008

MORGAN PEABODY, INC.

BD
CRD#: 38306
SHERMAN OAKS, CA
Past

February 2, 2004 - April 5, 2007

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

May 6, 1999 - February 11, 2004

NOBLE CAPITAL MARKETS, INC.

BD
CRD#: 15768
BOCA RATON, FL
Past

May 31, 1990 - April 30, 1999

A. F. BEST SECURITIES, INC.

BD
CRD#: 14335
CORAL SPRINGS, FL
Past

July 21, 1987 - June 5, 1990

LEBENTHAL & CO., INC.

BD
CRD#: 6490
NEW YORK, NY
Past

April 30, 1985 - August 4, 1987

J.J. KENNY DRAKE, INC.

BD
CRD#: 7118

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


General Industry/Product Exam
RR
Series 7
Date: 12/29/1993
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


NC
NOBLE CAPITAL MARKETS, INC.
NOBLE CAPITAL MANAGEMENT INC | NOBLE LIFE SCIENCE PARTNERS | NOBLE INTERNATIONAL INVESTMENTS, INC. | NOBLE FINANCIAL CAPITAL MARKETS | NOBLE CAPITAL MARKETS, INC.

CRD#: 15768 / SEC#: , 8-32706

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
150 East Palmetto Park Road Suite 110, Boca Raton, FL 33432
Mailing Address
150 East Palmetto Park Road Suite 110, Boca Raton, FL 33432
Phone number
(561) 994-1191
Established
Florida since 09/21/1984
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 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#
NOBLE FINANCIAL GROUP, INC.SHAREHOLDER
LEAN, DAVID JONATHANCCO3114377
PRONK, NICOLAAS PETRUSOWNER, CEO, CFO1726101

Disclosures


Regulatory Event9
Arbitration11

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


NOBLE CAPITAL MARKETS, INC.

CRD#: 15768

TRUST BUT VERIFY

Monitor Dennis Rosa

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics