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JR

Joanne Ricca

INTERACTIVE BROKERS LLC
Greenwich, CT 06830
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CRD#: 1131735
JR

Professional summary


Joanne Ricca, who also goes by Joanne Hazel, is a registered financial professional currently at INTERACTIVE BROKERS LLC located in Greenwich, Connecticut.

Joanne is registered as a RR (Registered Representative) and started their career in finance in 1983. Joanne has worked at 9 firms and has passed the Series 57TO, SIE, Series 25, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joanne Hazel

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 Joanne Ricca'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

March 25, 2011 - Present

INTERACTIVE BROKERS LLC

Office #1: Pickwick Plaza, Greenwich, CT 06830
BD
CRD#: 36418
Greenwich, CT
Past

April 19, 2007 - March 25, 2011

INTERACTIVE BROKERS CORP.

BD
CRD#: 117942
JERSEY CITY, NJ
Past

October 6, 2006 - March 21, 2007

MONTECITO ADVISORS, INC.

BD
CRD#: 104004
SANTA BARBARA, CA
Past

July 18, 2006 - August 30, 2006

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

May 5, 2005 - May 9, 2007

R.J. MURPHY & ASSOCIATES, LLC

BD
CRD#: 112238
NEW YORK, NY
Past

October 31, 1985 - May 5, 2005

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA
Past

March 20, 1985 - September 24, 1985

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

June 22, 1983 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

June 22, 1983 - November 25, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 25
Date: 10/4/2005
NYSE Trading Assistant Examination
General Industry/Product Exam
RR
Series 55
Date: 3/29/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


IB
INTERACTIVE BROKERS LLC
INTERACTIVE BROKERS LLC

CRD#: 36418 / SEC#: , 8-47257

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


Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
One Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5710
Established
Connecticut since 03/09/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# 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#
IBG LLCMANAGING MEMBER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
CHAIT, JONATHANEXECUTIVE VICE PRESIDENT, COO4582696
FRIEDLAND, DAVID ERICMANAGING DIRECTOR-ASIAN OPERATIONS2715164
GALIK, MILANCHIEF EXECUTIVE OFFICER2204066
GELMAN, JONATHAN MICHAELCHIEF COMPLIANCE OFFICER5440103
MANDELBAUM, ELAINEGENERAL COUNSEL2957713
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SANDERS, STEVEN JAYSENIOR VICE PRESIDENT, MARKETING AND PRODUCT DEVELOPMENT2812548
SHAO-CHEN, KENGNINGTREASURER5910386

Disclosures


Regulatory Event93
Arbitration26

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


INTERACTIVE BROKERS LLC

CRD#: 36418Greenwich, CT 06830

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