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PL

Philippe Larente

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CRD#: 5957509
PL

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.

Philippe Larente was a registered financial professional .

Philippe is a previously registered financial professional and started their career in finance in 2011. Philippe had worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

June 29, 2023 - July 30, 2024

ARETE RESEARCH LLC

BD
CRD#: 128496
DALLAS, TX
Past

November 8, 2018 - March 1, 2021

KEPLER CAPITAL MARKETS, INC.

BD
CRD#: 139148
NEW YORK, NY
Past

April 4, 2016 - October 24, 2018

LAMPE CAPITAL NORTH AMERICA LLC

BD
CRD#: 160477
NEW YORK, NY
Past

March 24, 2014 - April 6, 2016

BAADER HELVEA INC.

BD
CRD#: 132007
NEW YORK, NY
Past

January 4, 2012 - March 26, 2014

CARNEGIE, INC.

BD
CRD#: 31184
NEW YORK, NY
Past

July 27, 2011 - December 5, 2011

SWEDBANK SECURITIES US, LLC

BD
CRD#: 141190
NEW YORK, NY

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
Series 63
Date: 7/14/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AR
ARETE RESEARCH LLC
ARETE RESEARCH LLC

CRD#: 128496 / SEC#: , 8-66145

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


Main Address
1309 Walmsley Ave, Dallas, TX 75208
Mailing Address
1309 Walmsley Ave, Dallas, TX 75208
Phone number
(617) 357-4801
Established
Delaware since 06/20/2003
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ARETE RESEARCH LLPOWNER
HASSAY, LAURIE ANNFINOP5676461
MERRILL, FRANCIS ROBERT IVHEAD OF US EQUITY SALES, CCO4734216

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


ARETE RESEARCH LLC

CRD#: 128496

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