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DB

Denise C. Barros

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CRD#: 2969581
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.

Denise Cronin Barros, who also goes by Denise F Barros, Denise F Cronin, Denise Frances Cronin, was a registered financial professional .

Denise is a previously registered financial professional and started their career in finance in 1998. Denise had worked at 5 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 27, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Denise F Barros | Denise F Cronin | Denise Frances Cronin

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 1, 2022 - May 31, 2022

LEVEL MARKETS, LLC

BD
CRD#: 171752
Boston, MA
Past

July 18, 2006 - March 1, 2022

EBX LLC

BD
CRD#: 138138
BOSTON, MA
Past

November 14, 2000 - October 13, 2004

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

December 24, 1998 - August 25, 2000

FULCRUM FINANCIAL ADVISORS, INC.

BD
CRD#: 44972
BOSTON, MA
Past

March 11, 1998 - August 25, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
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: 10/29/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/8/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LM
LEVEL MARKETS, LLC
BEACON TRADING & ANALYTICS LLC | LUMINEX TRADING & ANALYTICS LLC | LEVEL MARKETS, LLC | KEZAR TRADING, LLC

CRD#: 171752 / SEC#: , 8-69476

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


Main Address
99 Summer Street Suite 1700, Boston, MA 02110
Mailing Address
99 Summer Street Suite 1700, Boston, MA 02110
Phone number
(617) 286-8080
Established
Delaware since 04/28/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
LEVEL HOLDINGS, LLCOWNER
DOLAN, JAMES CHRISTOPHERCHIEF COMPLIANCE OFFICER3219968
HAGEN, DAVID WALTERCHIEF PRODUCT OFFICER2101752
LINARES, JOHN FITZGERALDGENERAL COUNSEL, CORPORATE SECRETARY3104547
MIELE, STEPHEN RCHIEF EXECUTIVE OFFICER2645590
STUPAY, MICHAEL ELLIOTFINOP,PRINCIPAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER2287906

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


LEVEL MARKETS, LLC

CRD#: 171752

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