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Nicole L. Leb

PLUS VENTURE PARTNERS
Venice, CA 90291
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CRD#: 5958519
NL

Professional summary


Nicole Lynn Leb, who also goes by Nicole Lynn Belton, Nicole Lynn Belton-young, is a registered financial professional currently at PLUS VENTURE PARTNERS, LLC located in Venice, California and GRAFINE CAPITAL PARTNERS LLC located in New York, New York.

Nicole is registered as a RR (Registered Representative) and started their career in finance in 2011. Nicole has worked at 4 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicole Lynn Belton | Nicole Lynn Belton-Young

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 Nicole Lynn Leb'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

November 1, 2023 - Present

PLUS VENTURE PARTNERS, LLC

Office #1: 1729 Abbot Kinney Blvd, Venice, CA 90291
BD
CRD#: 299033
Venice, CA
Current

August 19, 2024 - Present

GRAFINE CAPITAL PARTNERS LLC

Office #1: 654 Madison Avenue Suite 1201, New York, NY 10065
BD
CRD#: 302046
New York, NY
Past

December 21, 2021 - November 21, 2022

GARY GOLDBERG & CO., LLC

BD
CRD#: 47957
LOCUST VALLEY, NY
Past

August 10, 2011 - December 6, 2022

IDB CAPITAL CORP.

BD
CRD#: 106032
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
California
(11/1/2023)
RR
New York
(11/3/2023)
RR
Tennessee
(11/3/2023)
RR
Texas
(11/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/24/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GC
GRAFINE CAPITAL PARTNERS LLC
GRAFINE CAPITAL ADVISORS LLC | GRAFINE CAPITAL PARTNERS LLC

CRD#: 302046 / SEC#: , 8-70410

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


Main Address
654 Madison Avenue Suite 1201, New York, NY 10065
Mailing Address
654 Madison Avenue Suite 1201, New York, NY 10065
Phone number
(212) 235-2045
Established
Delaware since 01/31/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
GRAFINE ADVISORS LLCSOLE MEMBER
ATTANASIO, ELIZABETH MARIEFINOP, PFO5325007
LEB, NICOLE LYNNCHIEF COMPLIANCE OFFICER5958519
WEYMOUTH, ELIZABETH KIRKCEO2539919

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


GRAFINE CAPITAL PARTNERS LLC

CRD#: 302046Venice, CA 90291

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