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RC

Robert W. Croce

KILEY PARTNERS
DELRAY BEACH, FL
Some features on this profile are disabled
CRD#: 2743650
RC

Professional summary


Robert William Croce, who also goes by Bob Croce, is a registered financial professional currently at KILEY PARTNERS, INC. located in Delray Beach, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Croce

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 Robert William Croce'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 2, 1997 - Present

KILEY PARTNERS, INC.

BD
CRD#: 37814
DELRAY BEACH, FL
Past

August 11, 1998 - October 26, 2000

LM CAPITAL SECURITIES, INC.

BD
CRD#: 30595
WEST PALM BEACH, FL
Past

October 17, 1996 - July 7, 1997

FMSBONDS, INC.

BD
CRD#: 7793
BOCA RATON, FL
Past

May 22, 1996 - July 9, 1996

KILEY PARTNERS, INC.

BD
CRD#: 37814
HENDERSON, NV

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
Florida
(10/9/1997)
RR
Tennessee
(10/19/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 6/24/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


KP
KILEY PARTNERS, INC.
KILEY CAPITAL, INC. | KILEY, BLOEMERS, INC. | KILEY PARTNERS, INC.

CRD#: 37814 / SEC#: , 8-48050

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


Main Address
16 Bel Giorno Court, Henderson, NV 89011
Mailing Address
35 E Horizon Ridge Pkwy Ste 110, Box 3039, Henderson, NV 89002
Phone number
(561) 758-3039
Established
Illinois since 12/09/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
KILEY, MICHAEL DOUGLASC.E.O., FINOP, CCO, COO1550462

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


KILEY PARTNERS, INC.

CRD#: 37814Delray Beach, FL

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