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Homero J. Radway

NEXT WORLD ASSETS
Amsterdam,
Some features on this profile are disabled
CRD#: 4306149
HR

Professional summary

Homero Jason-forbes Radway is a registered financial advisor currently at NEXT WORLD ASSETS LLC .

Homero is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Homero has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Homero Jason-forbes Radway'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

October 9, 2024 - Present

NEXT WORLD ASSETS LLC

RIA
CRD#: 328070
Amsterdam,
Past

October 15, 2021 - August 31, 2022

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
AUSTIN, TX
Past

November 28, 2017 - June 26, 2019

NEIGHBORLY SECURITIES

BD
CRD#: 17686
New York City, NY
Past

November 4, 2014 - November 2, 2017

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 21, 2010 - March 13, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 27, 2007 - June 30, 2010

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

July 14, 2003 - October 25, 2007

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

July 22, 2002 - August 26, 2002

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

February 7, 2001 - March 29, 2001

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/3/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/27/2018
General Securities Principal Examination

Current Firm

NW
NEXT WORLD ASSETS LLC
NEXT WORLD ASSETS LLC | NEXT WORLD ASSETS, LLC

CRD#: 328070 / SEC#:

North Carolina
Registered Investment Advisory firm - (10/9/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Durham, NC
Mailing Address
2530 Meridian Parkway Suite 300, Durham, NC 27713
Phone number
(919) 699-1964
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

NEXT WORLD ASSETS LLC

CRD#: 328070Amsterdam

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