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Robert B. Lohmann

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CRD#: 1010257
RL

Professional summary


Robert Bruce Lohmann was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Robert had worked at 6 firms, which includes HD BROUS & CO. INC., FIRST MONTAUK SECURITIES CORP., OSAIC WEALTH INC., INTEGRATED RESOURCES EQUITY CORPORATION, WALL STREET ACCESS, FIRST JERSEY SECURITIES INC..

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 15, 1999 - September 25, 2002

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

November 30, 1998 - February 5, 1999

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

November 19, 1989 - May 18, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

February 25, 1985 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

June 6, 1983 - December 14, 1984

WALL STREET ACCESS

BD
CRD#: 10012
Past

January 6, 1982 - February 12, 1982

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 1/27/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HB
HD BROUS & CO., INC.
H.D. BROUS & CO. | HD BROUS & CO., INC.

CRD#: 22062 / SEC#: , 8-39382

BD
Terminated by SEC on 05/29/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/08/1987
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROUS, ELLENSECRETARY2375949
BROUS, HOWARD DAVIDCHAIRMAN OF THE BOARD31868
BROUS, ROBERT JASONCHIEF EXECUTIVE OFFICER2999689
DILLON, JOHN JOSEPHDIRECTOR OF COMPLIANCE, CHIEF COMPLIANCE OFFICER4470999
GREEN, RUSSELL PAULCROP & SROP1391627
REINKRAUT, BARRY AFINOP1696327
SINE, BARRY MICHAELSUPERVISORY ANALYST2155603

Disclosures


Regulatory Event10
Arbitration3
Bond1

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


HD BROUS & CO., INC.

CRD#: 22062

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