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Juan A. De Luna

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CRD#: 1497887
JD

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.

Juan Alberto De Luna, who also goes by John A De Luna, Juan A De Luna-christensen, Juan Alberto Deluna, was a registered financial professional .

Juan is a previously registered financial professional and started their career in finance in 1994. Juan had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John A De Luna | Juan A De Luna-Christensen | Juan Alberto Deluna

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

October 3, 2011 - December 22, 2020

PENSERRA SECURITIES, LLC

BD
CRD#: 145994
ORINDA, CA
Past

July 16, 2009 - September 28, 2011

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
ORINDA, CA
Past

March 14, 2006 - December 7, 2019

DE LUNA PARTNERS, INC.

RIA
CRD#: 138321
ORINDA, CA
Past

March 21, 2005 - July 15, 2009

BACKSTROM MCCARLEY BERRY & CO., LLC

BD
CRD#: 124503
SAN FRANCISCO, CA
Past

July 25, 2003 - July 26, 2004

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
CHICAGO, IL
Past

January 4, 2003 - March 6, 2003

MULTITRADE SECURITIES LLC

BD
CRD#: 47485
NEW YORK, NY
Past

March 28, 2001 - September 10, 2002

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

March 9, 2000 - March 9, 2001

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

April 12, 1994 - September 16, 1998

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
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
RR
Series 63
Date: 8/9/1994
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PENSERRA SECURITIES, LLC
PENSERRA SECURITIES | PENSERRA SECURITIES, LLC

CRD#: 145994 / SEC#: , 8-67773

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


Main Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Mailing Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Phone number
(646) 459-0581
Established
New York since 02/27/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PENSERRA FINANCIAL VENTURES LLCHOLDING COMPANY / MEMBER
CASTELLI, ANTHONY NMNCOO4409925
GEIGER, LEE WILSONFINOP1552293
JOSEPH, ELOIS L'KEKSHACCO5449352
MADRIGAL, JORGE NMNPRESIDENT & CEO / MEMBER3204950

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


PENSERRA SECURITIES, LLC

CRD#: 145994

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