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Richard Lede

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CRD#: 1837049
RL

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.

Richard Lede, who also goes by Rick Lede, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1988. Richard had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Lede

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 24, 2008 - April 8, 2011

WHITAKER SECURITIES LLC

BD
CRD#: 121465
JUNO BEACH, FL
Past

February 9, 2000 - June 12, 2009

SEABOARD SECURITIES, INC.

BD
CRD#: 755
JUNO BEACH, FL
Past

February 2, 1998 - April 2, 1998

DP ASSET MANAGEMENT, INC.

BD
CRD#: 42737
ORLANDO, FL
Past

July 15, 1997 - January 13, 1998

1ST DISCOUNT BROKERAGE, INC.

BD
CRD#: 39164
LAKE WORTH, FL
Past

May 17, 1995 - June 10, 1997

CROWN FINANCIAL ASSOCIATES, INC.

BD
CRD#: 22172
Past

September 1, 1994 - November 9, 1999

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

December 7, 1992 - January 11, 1994

SOUTHEAST REGIONAL SECURITIES, INC.

BD
CRD#: 30700
Past

March 2, 1992 - April 22, 1993

CHAPDELAINE CORPORATE SECURITIES & CO

BD
CRD#: 23741
NEW YORK, NY
Past

May 12, 1988 - February 19, 1992

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ

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: 7/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WS
WHITAKER SECURITIES LLC
QUEST BROKERS | WHITAKER SECURITIES LLC

CRD#: 121465 / SEC#: , 8-65419

BD
Terminated by SEC on 09/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/13/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NICOSIA, ROSALIE MARGARETCHIEF COMPLIANCE OFFICER, CRCP4239124

Disclosures


Regulatory Event6

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


WHITAKER SECURITIES LLC

CRD#: 121465

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