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Kevin J. Raidy

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CRD#: 2084588
KR

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.

Kevin James Raidy was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1994. Kevin had worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 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)


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 11, 2013 - May 30, 2013

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

January 26, 2010 - April 2, 2019

COWEN AND COMPANY

BD
CRD#: 7616
San Francisco, CA
Past

May 12, 2008 - December 31, 2009

RAMIUS SECURITIES LLC

BD
CRD#: 41076
NEW YORK, NY
Past

October 3, 2007 - March 20, 2008

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

November 8, 1994 - February 5, 2003

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
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


State Security Law Exam
RR
Series 63
Date: 6/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
COWEN SECURITIES LLC
COWEN SECURITIES LLC | TSD TRADING, LLC | THESTREETDIRECT, LLC | PHOENIX THIRD MARKET CORP. | PHOENIX BROKERAGE, LLC | MORGAN DIRECT, LLC | GOLDRING SECURITIES CORPORATION | DAHLMAN, ROSE & COMPANY, LLC | DAHLMAN ROSE WEISS, LLC | DAHLMAN ROSE & COMPANY, LLC | DAHLMAN ROSE & CO., LLC

CRD#: 23510 / SEC#: , 8-40487

BD
Terminated by SEC on 08/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/04/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COWEN DR ACQUISITION COMPANY LLCOWNER
COHEN, STEVEN ANDREWCHIEF COMPLIANCE OFFICER2218249
FAGIN, ROBERT BENJAMINDIRECTOR OF RESEARCH2793090
HOLMES, JOHNCHIEF ADMINISTRATIVE OFFICER1281617
SIMMONS, JAMES RCFO AND FINOP1327561
SOLOMON, JEFFREY MARCCHIEF EXECUTIVE OFFICER2133254

Disclosures


Regulatory Event5

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


COWEN SECURITIES LLC

CRD#: 23510

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