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PD

Peter J. Deering

TRADEWEB DIRECT LLC
NEW YORK, NY 10167
Some features on this profile are disabled
CRD#: 3265603
PD

Professional summary


Peter Jonathon Deering, who also goes by Peter Jonathon Deering, is a registered financial professional currently at TRADEWEB DIRECT LLC located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2000. Peter has worked at 11 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 9, Series 10, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Jonathon Deering

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.
*542240 - Not yet named; Investment related No; Sea Isle City, New Jersey; Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 1;�membership chair.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter Jonathon Deering'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

August 5, 2024 - Present

TRADEWEB DIRECT LLC

Office #1: 245 Park Avenue Floor 30, New York, NY 10167
BD
CRD#: 103787
NEW YORK, NY
Past

September 5, 2023 - April 11, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Jersey City, NJ
Past

September 5, 2023 - April 11, 2024

MORGAN STANLEY

BD
CRD#: 149777
Jersey City, NJ
Past

August 25, 2017 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Jersey City, NJ
Past

January 4, 2016 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Jersey City, NJ
Past

May 8, 2013 - October 6, 2015

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

October 29, 2012 - May 16, 2013

PPG WEST LLC

BD
CRD#: 155059
NEW YORK, NY
Past

December 16, 2008 - May 16, 2013

PHOENIX DERIVATIVES GROUP, LLC

BD
CRD#: 25802
NEW YORK, NY
Past

January 29, 2004 - December 19, 2008

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
NEW YORK CITY, NY
Past

March 12, 2003 - July 2, 2003

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

May 20, 2002 - December 31, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

March 21, 2000 - March 12, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 21, 2000 - March 12, 2002

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
New York
(8/5/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TD
TRADEWEB DIRECT LLC
BONDDESK TRADING LLC | TRADEWEB DIRECT LLC

CRD#: 103787 / SEC#: , 8-52278

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


Main Address
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(212) 808-0004
Established
Delaware since 11/03/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BONDDESK GROUP LLCOWNER
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CAHALANE, JOHN JOSEPHPRESIDENT2922033
CLACK, AMYBOARD MEMBER4882071
FRIEDMAN, DOUGLAS L.GENERAL COUNSEL5121291
MCGUIRE, MICHAEL TERRENCECHIEF COMPLIANCE OFFICER2267871
PITTINSKY, JONATHAN DAVIDCHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

Disclosures


Regulatory Event2

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


TRADEWEB DIRECT LLC

CRD#: 103787New York, NY 10167

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