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AJ

Audrey A. Johnson

PTI SECURITIES & FUTURES L. P.
Chicago, IL 60607
Some features on this profile are disabled
CRD#: 1024617
AJ

Professional summary


Audrey Ann Johnson is a registered financial professional currently at PTI SECURITIES & FUTURES L. P. located in Chicago, Illinois.

Audrey is registered as a RR (Registered Representative) and started their career in finance in 1981. Audrey has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

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) - BD


Click below to view Audrey Ann Johnson's CRS (Customer Relationship Summary).
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

October 10, 1991 - Present

PTI SECURITIES & FUTURES L. P.

Office #1: 411 S Wells Suite 900, Chicago, IL 60607
BD
CRD#: 29275
Chicago, IL
Past

April 4, 1988 - March 12, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

December 24, 1981 - August 27, 1987

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393

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
RR
Series 63
Date: 9/30/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PS
PTI SECURITIES & FUTURES L. P.
PTI SECURITIES & FUTURES L. P. | TPHCO | PTI SECURITIES L.P. | PTI SECURITIES & FUTURES L.P.

CRD#: 29275 / SEC#: , 8-44412

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
411 S Wells Suite 900, Chicago, IL 60607
Mailing Address
411 S Wells Suite 900, Chicago, IL 60607
Phone number
(312) 663-3056
Established
Illinois since 12/11/1991
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HAUGH INC,.GENERAL PARTNER
NKH CORPORATIONLIMITED PARTNER
DYER, JOHN ROBERTLIMITED PARTNER
SHAPIRO, MELVINLIMITED PARTNER
SPITALNY, ROBINLIMITED PARTNER1267339
HAUGH, DANIEL JOHNCHIEF COMPLIANCE OFFICER, FINOP, EXECUTIVE REPRESENTATIVE, AMLCO, ROSFP2162854
HAUGH, THOMAS PATRICKCEO - EXECUTIVE OFFICER
NAJARIAN, JON ARTHURLIMITED PARTNER

Disclosures


Regulatory Event4
Arbitration1

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


PTI SECURITIES & FUTURES L. P.

CRD#: 29275Chicago, IL 60607

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