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Alexa D. Willson

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CRD#: 1200422
AW

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.

Alexa Dru Willson, who also goes by Alexa Dru Deric, Alexa Dru Willson, Alexa Willson, Deric Willson, was a registered financial professional .

Alexa is a previously registered financial professional and started their career in finance in 1983. Alexa had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alexa Dru Deric | Alexa Dru Willson | Alexa Willson | Deric Willson

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 9, 2018 - December 31, 2019

TRANSNATIONAL CAPITAL CORP.

BD
CRD#: 135306
NEW YORK, NY
Past

June 4, 2014 - January 19, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

December 9, 2013 - January 19, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 1, 2007 - November 8, 2013

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
NEW YORK, NY
Past

October 10, 2005 - February 14, 2007

TRANSNATIONAL CAPITAL CORP.

BD
CRD#: 135306
NEW YORK, NY
Past

April 11, 2000 - December 2, 2003

MILLE CAPITAL SECURITIES CORPORATION

BD
CRD#: 103808
NEW YORK, NY
Past

March 7, 1995 - July 15, 1999

MILLE CAPITAL SECURITIES CORPORATION

BD
CRD#: 37534
NEW YORK, NY
Past

April 24, 1992 - March 11, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

January 6, 1992 - February 7, 1992

DABNEY/RESNICK/IMPERIAL, LLC

BD
CRD#: 24367
BEVERLY HILLS, CA
Past

February 13, 1984 - March 14, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 19, 1983 - February 9, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

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
IAR
Series 65
Date: 6/2/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1994
General Securities Principal Examination

Current Firm


TC
TRANSNATIONAL CAPITAL CORP.
TRANSNATIONAL CAPITAL CORP.

CRD#: 135306 / SEC#: , 8-66908

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


Main Address
420 Lexington Avenue Suite 300, New York, NY 10170
Mailing Address
420 Lexington Avenue Suite 300, New York, NY 10170
Phone number
(212) 453-0648
Established
New York since 02/07/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FREDERICKS, IVY LINDSTROMPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1404106
FREDERICKS, IVY LINDSTROMPRESIDENT/CEO/ SECREATARY/TREASURER/CHIEF COMPLIANCE OFFICER1404106
FREDERICKS, IVY LINDSTROMFINOP1404106
MAH, FRANK PING HANGMANAGING DIRECTOR1525147
POST, GARY MARSHALLMANAGING DIRECTOR1383099

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


TRANSNATIONAL CAPITAL CORP.

CRD#: 135306

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