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ZU

Zachary D. Urisman

REPUBLIC PARTNERS
Chicago, IL 60614-4045
Some features on this profile are disabled
CRD#: 6964926
ZU

Professional summary

Zachary David Urisman is a registered financial professional currently at REPUBLIC PARTNERS, LLC located in Chicago, Illinois.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2018. Zachary has worked at 2 firms and has passed the Series 63, SIE and Series 79 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) - BD

Click below to view Zachary David Urisman'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 17, 2019 - Present

REPUBLIC PARTNERS, LLC

Office #1: 2000 North Racine Avenue, Suite 4700, Chicago, IL 60614-4045
BD
CRD#: 281607
Chicago, IL
Past

July 9, 2018 - July 2, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
Illinois
(9/17/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 7/13/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 7/9/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RP
REPUBLIC PARTNERS, LLC
REPUBLIC PARTNERS, LLC

CRD#: 281607 / SEC#: , 8-69677

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

Main Address
2000 North Racine Avenue, Suite 4700, Chicago, IL 60614-4045
Mailing Address
2000 North Racine Avenue, Suite 4700, Chicago, IL 60614-4045
Phone number
(773) 281-7700
Established
Illinois since 05/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
REPUBLIC CAPITAL PARTNERS, INC.MEMBER
BRITVA, JONATHAN G.OWNER5974019
MUI, RON CHOON-FUMANAGING DIRECTOR & MEMBER6671095
BEVAUN, MARLONFIN-OP6259795
LEVIN, ROBERT STEVENCHIEF EXECUTIVE OFFICER, EXECUTIVE REPRESENTATIVE & MANAGING MEMBER1416675
SMITH, LISA LCHIEF COMPLIANCE OFFICER2691076

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

REPUBLIC PARTNERS, LLC

CRD#: 281607Chicago, IL 60614-4045

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