Deborah P. Markowski

MARKOWSKI & CO.

Wilton Manors, FL

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CRD#: 7245053

Professional summary

Deborah Picou Markowski, who also goes by Deborah Picou Ladra, Ashley Michelle Picou, Deborah Picou, is a registered financial advisor currently at MARKOWSKI & CO. located in Wilton Manors, Florida.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Deborah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deborah Picou Ladra | Ashley Michelle Picou | Deborah Picou

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.

1)Quantum Healing Possibilities; non investment related; 2224 NE 17 Terrace, Wilton Manors, Fl 33305; Yoga Studio; President and instructor; 10/25/2019 to present; 30 hours per month instructing yoga and healing energy technology 2) SQI Diagnostics; non investment related; Toronto Canada; CEO; about 2% of time. 3) Dynasty Wealth LLC; non investment related; Ft. Lauderdale, FL; majority owner; 5% of time. Publisher

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Picou Markowski'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

July 15, 2024 - Present

MARKOWSKI & CO.

RIA

CRD#: 329770

Wilton Manors, FL

Past

April 8, 2020 - January 31, 2022

GLASSBEAD CAPITAL MANAGEMENT LLC

RIA

CRD#: 298816

MIAMI BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2019

Uniform Investment Adviser Law Examination

Current Firm

MARKOWSKI & CO.

DEBORAH PICOU MARKOWSKI | MARKOWSKI & CO., LLC | MARKOWSKI & CO. LLC | MARKOWSKI & CO.

CRD#: 329770 / SEC#:

Florida

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

Wilton Manors, FL

Mailing Address

Phone number

(212) 787-2200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Florida	ERA - Withdrawn	1/18/2024

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.

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Deborah P. Markowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Picou Markowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKOWSKI & CO.

GLASSBEAD CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2019

Current Firm

MARKOWSKI & CO.

Contact information

Documents

Exempt reporting advisers

Red Flags

Company Information

MARKOWSKI & CO.

TRUST BUT VERIFY

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