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JD

Joseph B. Delude

MGI FUNDS DISTRIBUTORS
Minturn, CO
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CRD#: 1979746
JD

Professional summary


Joseph Benjamin Delude, who also goes by Joseph B Delude, is a registered financial professional currently at MGI FUNDS DISTRIBUTORS, LLC located in Minturn, Colorado.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1989. Joseph has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph B Delude

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 Joseph Benjamin Delude's 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

January 6, 2020 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #2: 1900 Lawrence Street Suite 1900, Denver, CO 80202
BD
CRD#: 35682
Minturn, CO
Past

May 9, 2017 - February 20, 2020

MMC SECURITIES LLC

BD
CRD#: 103846
CHICAGO, IL
Past

May 1, 2014 - June 10, 2016

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
SPRINGFIELD, MA
Past

February 6, 2013 - May 1, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 25, 2010 - January 23, 2013

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
DALLAS, TX
Past

January 1, 2008 - August 13, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BANNOCKBURN, IL
Past

March 20, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
COVINGTON, KY
Past

July 25, 1997 - February 27, 2007

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
WHITE MARSH, MD
Past

February 17, 1995 - June 27, 1997

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

August 23, 1989 - January 15, 1995

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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
Alabama
(1/6/2023)
RR
Alaska
(1/6/2023)
RR
Arizona
(1/6/2023)
RR
Arkansas
(1/6/2023)
RR
California
(1/6/2023)
RR
Colorado
(1/6/2020)
RR
Connecticut
(1/6/2023)
RR
Delaware
(1/6/2023)
RR
District of Columbia
(1/6/2023)
RR
Florida
(1/6/2023)
RR
Georgia
(1/6/2023)
RR
Hawaii
(1/6/2023)
RR
Idaho
(1/6/2023)
RR
Illinois
(1/6/2020)
RR
Indiana
(1/6/2020)
RR
Iowa
(1/6/2020)
RR
Kansas
(1/6/2020)
RR
Kentucky
(1/6/2023)
RR
Louisiana
(1/6/2023)
RR
Maine
(1/6/2023)
RR
Maryland
(1/6/2023)
RR
Massachusetts
(1/6/2023)
RR
Michigan
(1/6/2020)
RR
Minnesota
(1/6/2020)
RR
Mississippi
(1/6/2023)
RR
Missouri
(1/6/2020)
RR
Montana
(1/6/2023)
RR
Nebraska
(1/6/2020)
RR
Nevada
(1/6/2023)
RR
New Hampshire
(1/6/2023)
RR
New Jersey
(1/6/2023)
RR
New Mexico
(1/6/2023)
RR
New York
(1/6/2023)
RR
North Carolina
(1/6/2023)
RR
North Dakota
(1/6/2020)
RR
Ohio
(1/6/2023)
RR
Oklahoma
(1/6/2020)
RR
Oregon
(1/6/2023)
RR
Pennsylvania
(1/6/2023)
RR
Puerto Rico
(1/6/2023)
RR
Rhode Island
(1/6/2023)
RR
South Carolina
(1/6/2023)
RR
South Dakota
(1/6/2020)
RR
Tennessee
(1/6/2023)
RR
Texas
(1/6/2020)
RR
Utah
(1/6/2023)
RR
Vermont
(1/6/2023)
RR
Virginia
(1/6/2023)
RR
Washington
(1/6/2023)
RR
West Virginia
(1/6/2023)
RR
Wisconsin
(1/6/2023)
RR
Wyoming
(1/6/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MF
MGI FUNDS DISTRIBUTORS, LLC
MGI FUNDS DISTRIBUTORS, INC. | OFFIT FUNDS DISTRIBUTOR, INC. | MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682 / SEC#: , 8-46960

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682Minturn, CO

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