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DB

Dennis C. Bartos

THE LEADERS GROUP
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 1489746
DB

Professional summary


Dennis Carl Bartos is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey and HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Dennis is registered as a RR (Registered Representative) and started their career in finance in 1986. Dennis has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Dennis Carl Bartos's 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

May 21, 2013 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
Summit, NJ
Current

November 5, 2024 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114
BD
CRD#: 150252
Kansas City, MO
Past

February 7, 2008 - May 22, 2013

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

July 30, 1996 - December 31, 2007

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
BETHESDA, MD
Past

May 13, 1996 - July 26, 1996

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

January 31, 1994 - May 17, 1996

MHA FINANCIAL CORP

BD
CRD#: 7462
WESTWOOD, MA
Past

January 18, 1991 - February 1, 1994

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

July 8, 1986 - February 6, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 23, 1986 - July 18, 1986

CADARET, GRANT & CO., INC.

BD
CRD#: 10641

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
California
(1/22/2019)
RR
Connecticut
(5/21/2013)
RR
District of Columbia
(5/21/2013)
RR
Florida
(5/21/2013)
RR
Indiana
(8/11/2022)
RR
Maryland
(5/21/2013)
RR
Massachusetts
(10/25/2022)
RR
Nevada
(9/20/2024)
RR
New Mexico
(10/4/2024)
RR
New York
(5/21/2013)
RR
North Carolina
(3/8/2023)
RR
Oregon
(3/22/2018)
RR
Pennsylvania
(5/27/2025)
RR
South Carolina
(9/6/2022)
RR
Texas
(8/11/2022)
RR
Virginia
(8/11/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/29/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HI
HUB INTERNATIONAL INVESTMENT SERVICES INC.
HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

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


Main Address
9200 Ward Parkway, Suite 500 Suite B60, San Rafael, CA 94903
Mailing Address
9200 Ward Parkway, Suite 500, Kansas City, MO 64114
Phone number
(914) 343-6705
Established
Delaware since 12/12/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
0

FINRA licenses (2 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RPW HOLDINGS, LLCSOLE OWNER
DEVRIES, KENNETH SCOTTCHIEF ACCOUNTING OFFICER6435109
HAUPTMANN, SCOTT CHRISTOPHERPRESIDENT4773447
LIEBOWITZ, MARIANE ASHLEYINTERIM CHIEF COMPLIANCE OFFICER4532268
VALLOW, RONALD EFINOP, POO, PFO4948582

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


HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252Summit, NJ 07901

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