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DB

Dean S. Blissman

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CRD#: 23653
DB

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.

Dean Samuel Blissman was a registered financial professional .

Dean is a previously registered financial professional and started their career in finance in 1971. Dean had worked at 8 firms and has passed the Series 63, SIE, Series 3, PC, Series 7, Series 1 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

December 12, 2011 - December 31, 2016

DOO FINANCIAL US, INC.

BD
CRD#: 24409
NORTH HUNTINGDON, PA
Past

March 19, 1990 - December 6, 2011

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
N.HUNTINGDON, PA
Past

June 8, 1983 - April 3, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 26, 1978 - June 30, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

November 19, 1976 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

February 24, 1975 - September 15, 1975

INVESTORS SECURITY CORPORATION

BD
CRD#: 441
Past

April 25, 1973 - January 27, 1975

MOORE INVESTMENT CORP

BD
CRD#: 1000002
Past

July 22, 1971 - July 13, 1973

FINANCIAL ESTATE PLANNING, INC.

BD
CRD#: 287

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: 5/21/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/19/1971
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


DF
DOO FINANCIAL US, INC.
DOO FINANCIAL US, INC. | PETER ELISH INVESTMENTS SECURITIES | PETER ELISH | ELISH & ELISH INC. | ELISH & ELISH BROKERAGE AND RESEARCH CO.

CRD#: 24409 / SEC#: , 8-41551

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


Main Address
5049 Edwards Ranch Road Ste 400, Fort Worth, TX 76109
Mailing Address
5049 Edwards Ranch Road Ste 400, Fort Worth, TX 76109
Phone number
(214) 385-2801
Established
Pennsylvania since 05/22/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 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#
DOO FINANCIAL HOLDING US LIMITEDOWNER
MCCAIN, RICHARD BARTOCFO4062238
SILVESTRO, MICHELE ANNFINOP6960939
YANCEY, CHARLES WILLIAMCEO/CCO1173660

Disclosures


Regulatory Event1

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


DOO FINANCIAL US, INC.

CRD#: 24409

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