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PD

Peter S. Denison

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CRD#: 1269585
PD

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.

Peter Scott Denison, who also goes by Peter S Denison, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1984. Peter had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter S Denison

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

March 3, 2014 - December 31, 2014

GREAT AMERICAN INVESTORS, INC.

BD
CRD#: 28489
OVERLAND PARK, KS
Past

September 14, 2011 - February 10, 2012

GREAT AMERICAN INVESTORS, INC.

BD
CRD#: 28489
POUGHKEEPSIE, NY
Past

October 4, 2006 - November 10, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VALHALLA, NY
Past

August 22, 2005 - October 26, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
VALHALLA, NY
Past

January 6, 2000 - February 11, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 6, 2000 - February 11, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 9, 1995 - July 6, 1995

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 8, 1993 - February 24, 1994

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

November 9, 1990 - November 15, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 20, 1984 - November 27, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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


State Security Law Exam
IAR
Series 65
Date: 12/5/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GA
GREAT AMERICAN INVESTORS, INC.
GREAT AMERICAN INVESTORS, INC.

CRD#: 28489 / SEC#: , 8-44380

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


Main Address
6025 Metcalf Lane, Overland Park, KS 66202
Mailing Address
6025 Metcalf Lane, Overland Park, KS 66202
Phone number
(913) 384-1800
Established
Kansas since 04/05/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
COLBURN, EDWARD NELSON JRPRESIDENT, CHIEF COMPLIANCE OFFICER1079357
HELLER, JEFFREY PHILIPFINOP3139370

Disclosures


Regulatory Event4

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


GREAT AMERICAN INVESTORS, INC.

CRD#: 28489

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