Justin Ramirez CCO and Senior Counsel
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Articles
Recent activity by Justin Ramirez CCO and Senior Counsel-
Performance Calculations on dub
Different Calculation Methods for Different Purposes dub uses different performance calculation methodologies depending on what's being measured: Account-Level Performance uses Money-Weighted Ret...
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Managing Your dub Subscription: Cancellations and Refunds
Canceling Your Free Trial If you're currently in your one-week free trial period and want to prevent automatic renewal: From the dub App Open the dub app Tap in to your settings located at the top...
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APEX CUSTOMER ACCOUNT AGREEMENT AND ADVISOR AUTHORIZATION
This Customer Account Agreement (the “Agreement”) sets forth the respective rights and obligations of Apex Clearing Corporation (“Apex”) and the customer identified on the New Account Application ...
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dub Financial, LLC- APEX FDIC-Insured Sweep Program Consent Addendum
APEX FDIC- Insured Sweep Program Consent Addendum You consent to participate in Apex’s FDIC-Insured Sweep Program (the “Program”), and consent to Apex Clearing Corporation placing or investing (i...
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dub Financial, LLC- Brokerage Agreement
DUB FINANCIAL, LLC BROKERAGE AGREEMENT This Brokerage Agreement is entered into by dub Financial, LLC (“dub Financial”), a broker-dealer registered with the Securities and Exchange Commission (“SEC...
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dub Advisors, LLC- Customer Advisory Agreement
dub Advisors LLC Customer ADVISORY Agreement Last Updated: March 2025 This Customer Agreement (“Advisory Agreement”) is entered into by dub Advisors LLC (“dub Advisors”), a Delaware limited liabili...
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dub Advisors, LLC- Form ADV Part 2A
Form ADV Part 2A Brochure "dub Advisors", LLC April 15, 2025 This brochure provides information about the qualifications and business practices of dub Advisors LLC (the “Firm”). If you ha...
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dub Advisors, LLC- Client Relationship Summary ("CRS")
dub Advisors, LLC Client Relationship Summary March 30th, 2025 Our name is dub Advisors LLC (“we,” “us,” “our”). We are registered with the Securities and Exchange Commission as an investment advis...
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dub Financial, LLC- Customer Relationship Summary ("CRS")
Customer Relationship Summary Helping you make an informed decision Form CRS Introduction dub Financial LLC ...
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User Portfolios: Responsibilities and Limitations
While copy trading can be a convenient way to participate in investment strategies created by others, the ultimate responsibility for your investment decisions remains with you. Authorization for...