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Delio P. Dasilva

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CRD#: 1726594
DD

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.

Delio Pereira Dasilva was a registered financial professional .

Delio is a previously registered financial professional and started their career in finance in 1987. Delio had worked at 7 firms and has passed the Series 7 exam.

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)


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

September 16, 1997 - December 21, 1997

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

June 9, 1994 - November 5, 1996

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

June 20, 1991 - April 6, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 20, 1991 - April 6, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 4, 1991 - December 18, 1991

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
SAN RAMON, CA
Past

October 30, 1989 - January 2, 1991

ROBERTS & RYAN, INC.

BD
CRD#: 19456
NEW YORK, NY
Past

September 19, 1988 - December 5, 1989

L'ARGENT CAPITAL INTERNATIONAL

BD
CRD#: 16600
SAN FRANCISCO, CA
Past

August 25, 1987 - September 13, 1988

ROBERTS & RYAN, INC.

BD
CRD#: 19456
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


General Industry/Product Exam
RR
Series 7
Date: 8/15/1987
General Securities Representative Examination

Current Firm


CS
CLEARING SERVICES OF AMERICA, INC.
CLEARING SERVICES OF AMERICA, INC. | CLEARING SERVICES OF AMERICA,INC.

CRD#: 23623 / SEC#: , 8-40560

BD
Cancelled by SEC on 11/19/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 12/01/1988
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CSA HOLDINGS, INC.CSA HOLDINGS, INC.
BOHLMAN, NEAL ALBERTVICE PRESIDENT, COMPLIANCE/ SROP CROP3227546
FELDMAN, HARVEY HAROLDPRESIDENT205886
MERTZ, DEBORAH WYNNEFINANCIAL OPERATIONS PRINCIPAL/CFO1725980
MILES, JOSEPH ANDREWVICE PRESIDENT1104254

Disclosures


Regulatory Event6
Civil Event2
Arbitration6

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


CLEARING SERVICES OF AMERICA, INC.

CRD#: 23623

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