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TP

Thomas I. Paetow

INSPEREX LLC
New York, NY 10020
Some features on this profile are disabled
CRD#: 6370385
TP

Professional summary


Thomas Ian Paetow, who also goes by Ian Paetow, is a registered financial professional currently at INSPEREX LLC located in New York, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2014. Thomas has worked at 2 firms and has passed the Series 66, Series 52TO, Series 57, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ian Paetow

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 Thomas Ian Paetow'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

May 1, 2015 - Present

INSPEREX LLC

Office #1: 600 5th Avenue 2nd Floor, New York, NY 10020
BD
CRD#: 101420
New York, NY
Past

September 4, 2014 - March 11, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ST. LOUIS, MO
Past

July 24, 2014 - March 11, 2015

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. LOUIS, MO

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
(5/1/2015)
RR
Florida
(5/1/2015)
RR
Illinois
(5/1/2015)
RR
New Jersey
(5/1/2015)
RR
New Mexico
(7/7/2023)
RR
New York
(5/1/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/12/2022
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57
Date: 10/4/2018
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IL
INSPEREX LLC
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC

CRD#: 101420 / SEC#: , 8-52081

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


Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 09/01/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
INSPEREX HOLDINGS LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
CARRELS, CHRISTINE ANNCHIEF MARKETING OFFICER6651750
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
ELLIOTT, LAURA SUEPRESIDENT2125558
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
NICHOLSON, MARSHALL ALLENHEAD OF STRATEGIC INITIATIVES4585471
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960
RHODES, DERYK TREVORHEAD OF WEALTH MANAGEMENT SOLUTIONS4157411
TOLAR, JOHN MHEAD OF FIXED INCOME SALES & TRADING3075402

Disclosures


Regulatory Event1

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


INSPEREX LLC

CRD#: 101420New York, NY 10020

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