Simon Peter John Dunn
Professional Summary
Simon Peter John Dunn is a registered financial advisor currently at GLOBAL LEISURE PARTNERS, LLC located in Wellington, Florida. Simon is registered as a RR (Registered Representative) and started their career in finance in 2025. Simon has worked at 1 firm and has passed the Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
GLOBAL LEISURE PARTNERS, LLC
Contact Information
Main Address
1321 Clydesdale Avenue, Wellington, FL 33414Mailing Address
1321 Clydesdale Avenue, Wellington, FL 33414Phone Number
(561) 486-3054Established
Delaware since 03/01/2004Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (30 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2025About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Simon Peter John Dunn's CRS (Customer Relationship Summary).
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