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NC

Nicholas A. Cardoza

ALPS DISTRIBUTORS
Stamford, CT 06901
Some features on this profile are disabled
CRD#: 4677052
NC

Professional summary


Nicholas Anthony Cardoza, who also goes by Nicholas A Cardoza, Nicholas Cardozo, is a registered financial professional currently at ALPS DISTRIBUTORS, INC. located in Stamford, Connecticut.

Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2008. Nicholas has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas A Cardoza | Nicholas Cardozo

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 Nicholas Anthony Cardoza'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

September 5, 2013 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 680 Washington Blvd. 11th Floor, Stamford, CT 06901
BD
CRD#: 16853
Stamford, CT
Past

June 3, 2010 - August 27, 2013

JEFFERIES LLC

BD
CRD#: 2347
STAMFORD, CT
Past

April 8, 2008 - April 12, 2010

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
NORWALK, CT

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
Alabama
(10/10/2016)
RR
Alaska
(10/10/2016)
RR
Arizona
(10/10/2016)
RR
Arkansas
(10/10/2016)
RR
California
(10/10/2016)
RR
Colorado
(9/5/2013)
RR
Connecticut
(9/5/2013)
RR
Delaware
(10/10/2016)
RR
District of Columbia
(10/10/2016)
RR
Florida
(10/10/2016)
RR
Georgia
(10/10/2016)
RR
Hawaii
(10/10/2016)
RR
Idaho
(10/10/2016)
RR
Illinois
(9/5/2013)
RR
Indiana
(9/5/2013)
RR
Iowa
(9/5/2013)
RR
Kansas
(9/5/2013)
RR
Kentucky
(9/5/2013)
RR
Louisiana
(10/10/2016)
RR
Maine
(9/5/2013)
RR
Maryland
(10/10/2016)
RR
Massachusetts
(9/5/2013)
RR
Michigan
(9/5/2013)
RR
Minnesota
(9/5/2013)
RR
Mississippi
(10/10/2016)
RR
Missouri
(9/5/2013)
RR
Montana
(10/10/2016)
RR
Nebraska
(9/5/2013)
RR
Nevada
(10/10/2016)
RR
New Hampshire
(9/5/2013)
RR
New Jersey
(10/10/2016)
RR
New Mexico
(10/10/2016)
RR
New York
(9/5/2013)
RR
North Carolina
(10/11/2016)
RR
North Dakota
(9/5/2013)
RR
Ohio
(9/6/2013)
RR
Oklahoma
(10/10/2016)
RR
Oregon
(10/10/2016)
RR
Pennsylvania
(9/5/2013)
RR
Rhode Island
(9/5/2013)
RR
South Carolina
(10/10/2016)
RR
South Dakota
(9/5/2013)
RR
Tennessee
(10/10/2016)
RR
Texas
(10/10/2016)
RR
Utah
(10/10/2016)
RR
Vermont
(9/5/2013)
RR
Virginia
(10/10/2016)
RR
Washington
(10/10/2016)
RR
West Virginia
(10/10/2016)
RR
Wisconsin
(9/5/2013)
RR
Wyoming
(10/10/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 4/28/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AD
ALPS DISTRIBUTORS, INC.
ALPS DISTRIBUTORS, INC. | MARINER FUNDS SERVICES INC. | ALPS SECURITIES, INC. | ALPS MUTUAL FUNDS SERVICES, INC.

CRD#: 16853 / SEC#: , 8-34626

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


Main Address
1290 Broadway Suite 1000, Denver, CO 80203
Mailing Address
1290 Broadway Suite 1000, Denver, CO 80203
Phone number
(303) 623-2577
Established
Colorado since 07/01/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ALPS HOLDINGS, INC.PARENT
KYLLO, STEPHEN JOHNSVP; PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER; PRINCIPAL OPERATIONS OFFICER3204474
NECKEL, TARA JILLVP, DEPUTY CHIEF COMPLIANCE OFFICER4051739
PARSONS, ERIC TFINOP, CONTROLLER, PRINCIPAL FINANCIAL OFFICER5215115

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


ALPS DISTRIBUTORS, INC.

CRD#: 16853Stamford, CT 06901

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