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DA

Denise C. Alpine

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CRD#: 4130407
DA

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 Chiappinelli Alpine, who also goes by Denise Louise Chiappinelli, was a registered financial professional .

Denise is a previously registered financial professional and started their career in finance in 2000. Denise had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4, Series 53, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Denise Louise Chiappinelli

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

December 2, 2004 - November 14, 2005

PCXTRADE, LLC

BD
CRD#: 40297
STAMFORD, CT
Past

March 4, 2003 - August 24, 2005

ADVANZ SECURITIES, INC.

RIA
CRD#: 123952
SANTA BARBARA, CA
Past

February 4, 2003 - September 12, 2005

ADVANZ SECURITIES, INC.

BD
CRD#: 123952
SANTA BARBARA, CA
Past

June 12, 2001 - December 1, 2016

MONTECITO ADVISORS, INC.

RIA
CRD#: 104004
SANTA BARBARA, CA
Past

September 14, 2000 - December 1, 2016

MONTECITO ADVISORS, INC.

BD
CRD#: 104004
SANTA BARBARA, CA
Past

April 24, 2000 - September 28, 2000

INVESTMENT AFFILIATE, INC.

BD
CRD#: 31151
LEWISBURG, WV

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
IAR
Series 66
Date: 4/14/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 4/2/2002
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


PL
PCXTRADE, LLC
CROSSWINDS CAPITAL GROUP, LLC | PCXTRADE, LLC

CRD#: 40297 / SEC#: , 8-49002

BD
Terminated by SEC on 12/06/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/04/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PCXTRADE HOLDINGS, INC.SOLE MEMBER
DIX, ADAM EARLPRESIDENT/SECRETARY/CCO1447442
KAGAN, DREW TERRILLFINOP1468131

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


PCXTRADE, LLC

CRD#: 40297

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