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RD

Robert A. Dema

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CRD#: 1839259
RD

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.

Robert Anthony Dema was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2002. Robert had worked at 6 firms and has passed the Series 7B 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

October 30, 2006 - July 9, 2007

LIPARI PARTNERS INC.

BD
CRD#: 140817
NEW YORK, NY
Past

October 31, 2005 - October 31, 2006

ERVIE ROY GROUP, INC.

BD
CRD#: 128521
NEW YORK, NY
Past

September 16, 2004 - September 19, 2005

LEADER EQUITIES, INC.

BD
CRD#: 33465
NEW YORK, NY
Past

May 3, 2004 - August 18, 2004

HLA SECURITIES INC

BD
CRD#: 32713
NEW YORK, NY
Past

October 10, 2003 - May 26, 2004

TOMASULO, ROBERT, SOLE PROPRIETOR

BD
CRD#: 128708
NEW YORK, NY
Past

April 3, 2003 - January 16, 2004

HLA SECURITIES INC

BD
CRD#: 32713
NEW YORK, NY
Past

February 7, 2002 - April 2, 2003

QUATTRO M SECURITIES INC.

BD
CRD#: 39289
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 7B
Date: 8/25/1995
Floor Broker Examination

Current Firm


LP
LIPARI PARTNERS INC.
LIPARI PARTNERS INC.

CRD#: 140817 / SEC#: , 8-67339

BD
Terminated by SEC on 09/07/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 05/05/2006
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIPARI, FRANK ANTHONYPRES/SECY/TREAS/DIR/CFO/COO4308870
STROBEL, ANDREW WILLIAMCCO1653341

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


LIPARI PARTNERS INC.

CRD#: 140817

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