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TD

Thomas J. Doukas

THE LEADERS GROUP
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 4009649
TD

Professional summary


Thomas J Doukas, who also goes by Thomas John Doukas, Tj Doukas, Tommy Doukas, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2000. Thomas has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas John Doukas | Tj Doukas | Tommy Doukas

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 J Doukas'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

June 26, 2017 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
Summit, NJ
Past

June 23, 2015 - September 23, 2016

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FOREST, VA
Past

May 22, 2015 - September 23, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FOREST, VA
Past

October 4, 2012 - May 7, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LYNCHBURG, VA
Past

October 1, 2010 - November 30, 2010

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
NEPTUNE, NJ
Past

July 17, 2008 - October 8, 2008

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

March 12, 2007 - June 30, 2008

VCM SECURITIES, LLC.

BD
CRD#: 142026
NEW YORK, NY
Past

July 25, 2005 - February 28, 2006

JAVELIN SECURITIES, LLC

BD
CRD#: 107473
COHASSET, MA
Past

November 10, 2003 - January 20, 2005

JAVELIN SECURITIES, LLC

BD
CRD#: 107473
COHASSET, MA
Past

January 2, 2002 - September 23, 2003

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

January 2, 2000 - July 10, 2000

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
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
Virginia
(6/26/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/1/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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