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JK

Joshua P. Kenefick

DSIL INVESTMENT SERVICES LLC
New York, NY 10038-4925
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CRD#: 6684792
JK

Professional summary


Joshua Patrick Kenefick, who also goes by Kenefick Patrick Joshua, Kenefick Joshua, is a registered financial professional currently at DSIL INVESTMENT SERVICES LLC located in New York, New York.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2016. Joshua has worked at 2 firms and has passed the Series 63, Series 7, SIE, Series 79 and Series 99 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenefick Patrick Joshua | Kenefick Joshua

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 Joshua Patrick Kenefick'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

March 8, 2019 - Present

DSIL INVESTMENT SERVICES LLC

Office #1: 180 Maiden Lane Suite 1302, New York, NY 10038-4925
BD
CRD#: 30149
New York, NY
Past

October 26, 2016 - January 24, 2019

GLOBAL FRONTERA MARKETS INC.

BD
CRD#: 144634
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: 3/8/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99
Date: 10/26/2016
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


DI
DSIL INVESTMENT SERVICES LLC
DOMINI SOCIAL INVESTMENT SERVICES, CORP. | EBC DISTRIBUTORS, INC. | DSIL INVESTMENT SERVICES LLC

CRD#: 30149 / SEC#: , 8-44763

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


Main Address
180 Maiden Lane Suite 1302, New York, NY 10038-4925
Mailing Address
180 Maiden Lane Suite 1302, New York, NY 10038-4925
Phone number
(212) 217-1100
Established
New York since 11/20/1998
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


Direct owners and executive officers


NamePositionCRD#
DOMINI IMPACT INVESTMENTS LLCPARENT (100%)109505
LAIBLE, CAROLE MAYERMANAGER, PRESIDENT, CEO, CFO, TREASURER, PRINCIPAL FINANCIAL OFFICER, SECRETARY, REGISTERED PRINCIPAL2572095
TALLINI, MAURIZIOCHIEF COMPLIANCE OFFICER, PRINCIPAL OPERATING OFFICER, CHIEF INFORMATION SECURITY OFFICER, REGISTERED PRINCIPAL4963915

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


DSIL INVESTMENT SERVICES LLC

CRD#: 30149New York, NY 10038-4925

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