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TL

Thomas J. Leder

PENTEGRA DISTRIBUTORS
WHITE PLAINS, NY 10604
Some features on this profile are disabled
CRD#: 2932357
TL

Professional summary


Thomas Jon Leder, who also goes by Tom Leder, is a registered financial professional currently at PENTEGRA DISTRIBUTORS INC. located in White Plains, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1997. Thomas has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Leder

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 Thomas Jon Leder'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

November 9, 2009 - Present

PENTEGRA DISTRIBUTORS INC.

Office #1: 701 Westchester Avenue Suite 320e, White Plains, NY 10604
BD
CRD#: 26249
WHITE PLAINS, NY
Past

August 27, 2002 - February 15, 2006

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

November 2, 1998 - August 30, 2002

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

October 16, 1997 - August 11, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 16, 1997 - August 11, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, 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
California
(6/28/2012)
RR
Connecticut
(6/28/2012)
RR
Iowa
(6/28/2012)
RR
Kansas
(6/28/2012)
RR
Massachusetts
(6/28/2012)
RR
Missouri
(6/28/2012)
RR
Montana
(5/26/2015)
RR
Nebraska
(6/28/2012)
RR
New Hampshire
(6/28/2012)
RR
New York
(8/26/2010)
RR
Rhode Island
(6/28/2012)
RR
Texas
(6/28/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 8/24/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PENTEGRA DISTRIBUTORS INC.
PENTEGRA DISTRIBUTORS INC. | RETIREMENT SYSTEM DISTRIBUTORS INC.

CRD#: 26249 / SEC#: , 8-42445

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


Main Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Mailing Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Phone number
(914) 821-9554
Established
Delaware since 05/25/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PENTEGRA SERVICES INC.PARENT COMPANY
ERNST, LARS GERHARDDIRECTOR, VP AND CCO5197938
FINNEGAN, KEVIN ODIRECTOR
WIETSMA, ERIC HANSDIRECTOR AND PRESIDENT3167584

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


PENTEGRA DISTRIBUTORS INC.

CRD#: 26249White Plains, NY 10604

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