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AK

Andrew H. Kass

GLOBAL LEISURE PARTNERS
MIAMI BEACH, FL
Some features on this profile are disabled
CRD#: 2920401
AK

Professional summary

Andrew Harrison Kass is a registered financial professional currently at GLOBAL LEISURE PARTNERS, LLC located in Miami Beach, Florida.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2002. Andrew 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

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 Andrew Harrison Kass'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

May 2, 2017 - Present

GLOBAL LEISURE PARTNERS, LLC

BD
CRD#: 134435
MIAMI BEACH, FL
Past

March 16, 2004 - January 12, 2017

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
SAN FRANCISCO, CA
Past

January 25, 2002 - March 9, 2004

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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
Alaska
(11/30/2017)
RR
California
(5/2/2017)
RR
Colorado
(1/19/2021)
RR
Connecticut
(5/2/2017)
RR
Delaware
(5/2/2017)
RR
Florida
(5/2/2017)
RR
Georgia
(5/2/2017)
RR
Illinois
(5/2/2017)
RR
Maryland
(5/2/2017)
RR
Massachusetts
(5/2/2017)
RR
Michigan
(1/19/2021)
RR
Minnesota
(3/10/2021)
RR
Mississippi
(11/17/2017)
RR
Missouri
(10/20/2020)
RR
Montana
(1/19/2021)
RR
Nebraska
(1/31/2018)
RR
Nevada
(5/2/2017)
RR
New Hampshire
(5/2/2017)
RR
New Jersey
(5/2/2017)
RR
New York
(5/2/2017)
RR
North Carolina
(5/3/2017)
RR
Ohio
(5/3/2017)
RR
Pennsylvania
(5/2/2017)
RR
Rhode Island
(11/17/2017)
RR
Tennessee
(2/16/2021)
RR
Texas
(5/2/2017)
RR
Utah
(1/19/2021)
RR
Virginia
(5/2/2017)
RR
Washington
(5/2/2017)
RR
Wisconsin
(11/21/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 9/13/2005
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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/22/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GL
GLOBAL LEISURE PARTNERS, LLC
GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435 / SEC#: , 8-66837

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

Main Address
1321 Clydesdale Avenue, Wellington, FL 33414
Mailing Address
124 City Road, London, EC1V 2NX
Phone number
(561) 486-3054
Established
Delaware since 03/01/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 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#
GLOBAL LEISURE PARTNERS LLPSHAREHOLDER/MEMBER
DENEY, RICHARD LEEPRINCIPAL/ELECTED MANAGER1014351
HARMS, LINDSAY NEGREANN MRSDIRECTOR /MANAGING MEMBER
HARMS, MARK WILLIAM BRUCECCO/AMLCO/MANAGING MEMBER1731456
HARMS, MARK WILLIAM BRUCECEO/ DIRECTOR/MANAGING MEMBER1731456
SPALEVIC, MAJAFINOP/CFO/ ELECTED MANAGER5985299

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

GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435Miami Beach, FL

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