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Peter J. Delisi

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CRD#: 3215737
PD

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.

Peter James Delisi was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2003. Peter had worked at 5 firms and has passed the Series 63, SIE and Series 7 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

July 9, 2013 - March 17, 2015

SQUARE GLOBAL MARKETS

BD
CRD#: 158419
NEW YORK, NY
Past

March 5, 2010 - February 12, 2013

LAKESHORE SECURITIES, L.P.

BD
CRD#: 34381
CHICAGO, IL
Past

January 12, 2010 - March 4, 2010

HAMILTON EXECUTIONS LLC

BD
CRD#: 127653
NEW YORK, NY
Past

January 26, 2005 - December 21, 2009

LAKESHORE SECURITIES, L.P.

BD
CRD#: 34381
CHICAGO, IL
Past

April 28, 2004 - January 5, 2005

ALERO CAPITAL CORP.

BD
CRD#: 131046
LIVINGSTON, NJ
Past

July 2, 2003 - July 30, 2004

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
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: 2/1/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SG
SQUARE GLOBAL MARKETS
BLUE VASE SECURITIES, LLC | SQUARE GLOBAL U.S. LLC | SQUARE GLOBAL MARKETS

CRD#: 158419 / SEC#: , 8-68899

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


Main Address
Soho Works 430 West 14th Street 3rd Fl., New York, NY 10014
Mailing Address
Soho Works 430 West 14th Street 3rd Fl., New York, NY 10014
Phone number
(646) 854-7276
Established
Delaware since 04/02/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SQUARE GLOBAL HOLDINGS (U.S.) INC.SOLE MEMBER (04/2018)
BELOT, GUYCHIEF EXECUTIVE OFFICER7864999
HECKER, ALEXANDER JEREMYCHIEF COMPLIANCE OFFICER6140462
RUTITSKIY, DMITRIYFINOP/PFO/POO6117665

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


SQUARE GLOBAL MARKETS

CRD#: 158419

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