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DG

Douglas C. Greenwood

PICKWICK CAPITAL PARTNERS
White Plains, NY 10601
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CRD#: 1192611
DG

Professional summary


Douglas Charles William Greenwood, who also goes by Douglas William Charles Greenwood, is a registered financial professional currently at PICKWICK CAPITAL PARTNERS, LLC located in White Plains, New York.

Douglas is registered as a RR (Registered Representative) and started their career in finance in 1983. Douglas has worked at 8 firms and has passed the Series 63, Series 65, Series 52TO, Series 99TO, Series 79TO, SIE, Series 50, Series 7, Series 54, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Douglas William Charles Greenwood

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 Douglas Charles William Greenwood'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

February 28, 2007 - Present

PICKWICK CAPITAL PARTNERS, LLC

Office #1: 445 Hamilton Avenue Suite 1102, White Plains, NY 10601
BD
CRD#: 130672
White Plains, NY
Past

September 30, 2009 - December 26, 2018

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
New York, NY
Past

April 14, 2000 - December 19, 2005

TRAUTMAN WASSERMAN & COMPANY, INC.

BD
CRD#: 33007
NEW YORK, NY
Past

September 1, 1997 - April 17, 2000

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

December 21, 1987 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

October 9, 1985 - January 23, 1988

ADVEST, INC.

BD
CRD#: 10
Past

April 24, 1984 - October 18, 1985

WURZBURGER, MORROW & KEOUGH, INC.

BD
CRD#: 2854
Past

December 13, 1983 - November 1, 1984

BARTOW, GREENWOOD & COMPANY, INC.

BD
CRD#: 11708

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
Alabama
(2/6/2023)
RR
Arizona
(2/17/2023)
RR
Connecticut
(5/12/2009)
RR
Delaware
(3/20/2014)
RR
Florida
(2/28/2007)
RR
Indiana
(9/23/2019)
RR
Iowa
(6/16/2015)
RR
Maryland
(3/21/2013)
RR
Massachusetts
(3/30/2017)
RR
Michigan
(4/3/2018)
RR
Minnesota
(3/27/2018)
RR
Montana
(8/12/2008)
RR
Nebraska
(6/4/2013)
RR
New Hampshire
(4/4/2017)
RR
New York
(8/12/2008)
RR
North Carolina
(4/14/2014)
RR
Ohio
(7/29/2015)
RR
Oregon
(7/14/2015)
RR
Pennsylvania
(4/8/2009)
RR
Rhode Island
(9/17/2014)
RR
Texas
(4/23/2010)
RR
Utah
(3/22/2018)
RR
Vermont
(8/13/2012)
RR
Washington
(3/26/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 4/12/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/14/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional 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
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PC
PICKWICK CAPITAL PARTNERS, LLC
JAVELIN SECURITIES, LLC | STRATEGIC FINANCIAL SERVICES GROUP | PICKWICK SECURITIES, LLC | PICKWICK CAPITAL PARTNERS, LLC

CRD#: 130672 / SEC#: , 8-66373

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


Main Address
445 Hamilton Avenue Suite 1102, White Plains, NY 10601
Mailing Address
445 Hamilton Avenue Suite 1102, White Plains, NY 10601
Phone number
(914) 358-3269
Established
Delaware since 08/21/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (43 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#
GREENWOOD, DOUGLAS CHARLES WILLIAMPRESIDENT1192611
DANOVITCH, DAVID EMANAGING PRINCIPAL, GENERAL COUNSEL3013350
KAPLOWITZ, JAYMEMBER
ROSE, JOHN IRVING IIMEMBER2790640
WU, CHIH-CHUNMEMBER5704739
FJC CAPITAL INC.OWNER
VAN SCHAACK, JOHN GREGORYMEMBER1121171
ABRAMCZYK, JANE ECCO4801666
ACCESS MEDIA ADVISORY LLCMEMBER
GENDRON, KAREN MARIEFINOP1503330

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


PICKWICK CAPITAL PARTNERS, LLC

CRD#: 130672White Plains, NY 10601

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