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Detailed Report
NANCY ISRAEL KUNZ
NANCY LEVEN ISRAEL
CRD#: 1035821
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Investment Adviser
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Previous Broker
D.B. ROOT & COMPANY, LLCCRD#: 188512 436 SEVENTH AVENUE
SUITE 2800
PITTSBURGH, PA 15219
Registration History
1985199019952000200520102015202020252 FIRMS2011 - 2014 (3 years)IAD.B. ROOT & COMPANY, LLC (CRD# 188512)2018 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2014 - 2019 (5 years)BMML INVESTORS SERVICES, INC. (CRD# 10409)2000 - 2010 (10 years)BTHE ADVISORS GROUP, INC. (CRD# 14035)1994 - 2000 (5 years)BMML INVESTORS SERVICES, INC. (CRD# 10409)1982 - 1994 (12 years)BMASSACHUSETTS MUTUAL LIFE INSU... (CRD# 2682)1982 - 1988 (5 years)IAR. APPLEGATE & ASSOCIATES LLC (CRD# 290992)2018 - 2018 (<1 year)IACANTOR FITZGERALD WEALTH PARTN... (CRD# 167479)2015 - 2018 (2 years)IAFIRST COMMONWEALTH FINANCIAL A... (CRD# 111505)2012 - 2014 (2 years)IAMML INVESTORS SERVICES, INC. (CRD# 10409)2010 - 2010 (<1 year)
License(s)

State Registrations

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Pennsylvania 1/5/2018
Current Registration(s)
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D.B. ROOT & COMPANY, LLC (CRD#:188512)
436 SEVENTH AVENUE SUITE 2800, PITTSBURGH, PA 15219
Registered with this firm since 1/5/2018
Previous Registration(s)
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 04/21/2014 - 11/29/2019 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Pittsburgh, PA
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 01/08/2018 - 12/31/2018 R. APPLEGATE & ASSOCIATES LLC (CRD#:290992) PITTSBURGH, PA
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 04/02/2015 - 01/04/2018 CANTOR FITZGERALD WEALTH PARTNERS, LLC (CRD#:167479) PITTSBURGH, PA
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 07/06/2012 - 11/12/2014 FIRST COMMONWEALTH FINANCIAL ADVISORS, INC. (CRD#:111505) PITTSBURGH, PA
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 01/19/2011 - 04/09/2014 ESSEX NATIONAL SECURITIES, LLC (CRD#:25454) WEXFORD, PA
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 01/19/2011 - 04/09/2014 ESSEX NATIONAL SECURITIES, LLC (CRD#:25454) WEXFORD, PA
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 08/26/2010 - 10/07/2010 MML INVESTORS SERVICES, INC. (CRD#:10409) PITTSBURGH, PA
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 04/19/2000 - 10/07/2010 MML INVESTORS SERVICES, INC. (CRD#:10409) PITTSBURGH, PA
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 10/11/1994 - 04/14/2000 THE ADVISORS GROUP, INC. (CRD#:14035) BETHESDA, MD
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 08/04/1982 - 10/10/1994 MML INVESTORS SERVICES, INC. (CRD#:10409) SPRINGFIELD, MA
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 07/01/1982 - 01/02/1988 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (CRD#:2682)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.