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DA

Derek D. Alexander

THE LEADERS GROUP
Summit, NJ 07901
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CRD#: 1844873
DA

Professional summary


Derek Dwight Alexander is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Derek is registered as a RR (Registered Representative) and started their career in finance in 1993. Derek has worked at 11 firms and has passed the Series 63, SIE and Series 6 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 Derek Dwight Alexander's CRS (Customer Relationship Summary).
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

October 16, 2015 - Present

THE LEADERS GROUP, INC.

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

January 27, 2014 - August 6, 2015

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
OVERLAND PARK, KS
Past

June 3, 2013 - January 13, 2014

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
OVERLAND PARK, KS
Past

April 24, 2012 - June 13, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
DES MOINES, IA
Past

May 9, 2006 - March 20, 2012

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
OVERLAND PARK, KS
Past

October 4, 1995 - January 3, 2006

CITISTREET FINANCIAL SERVICES LLC

RIA
CRD#: 107311
ALPHARETTA, GA
Past

September 27, 1995 - December 31, 2005

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

April 18, 1994 - September 11, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 18, 1994 - September 11, 1995

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 12, 1993 - April 18, 1994

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

October 4, 1993 - October 26, 1993

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ

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
Kansas
(10/16/2015)
RR
Missouri
(1/3/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 9/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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