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SL

Susan L. Lyte

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CRD#: 1064265
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Lupfer Lyte, who also goes by Susan Jeanne Buonopane, Susan Jeanne Lupfer, Susan Lupfer, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1984. Susan had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Jeanne Buonopane | Susan Jeanne Lupfer | Susan Lupfer

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 13, 2010 - February 29, 2012

LIBERTY GROUP, LLC

BD
CRD#: 106036
OAKLAND, CA
Past

January 16, 2008 - July 28, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
WOODLAND HILLS, CA
Past

March 16, 2005 - December 19, 2007

REGAL SECURITIES, INC.

BD
CRD#: 7297
GLENVIEW, IL
Past

March 1, 2005 - October 31, 2006

SCF SECURITIES, INC.

BD
CRD#: 47275
FRESNO, CA
Past

April 6, 1998 - April 16, 2004

OSAIC FA, INC.

RIA
CRD#: 3978
CASTAIC, CA
Past

September 3, 1991 - April 16, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

September 3, 1991 - April 16, 2004

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

November 16, 1984 - September 24, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

October 13, 1984 - February 26, 1988

FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.

BD
CRD#: 5990
Past

August 21, 1984 - November 19, 1984

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572

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: 3/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LG
LIBERTY GROUP, LLC
GELORMINI FINANCIAL | VITA COMPANIES | PARADIGM GROUP | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 106036 / SEC#: 801-64934, 8-52994

BD
Terminated by SEC on 11/17/2020
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Contact information


Main Address
411 30th St 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
Established
California since 03/11/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART II (7/16/2018)

Direct owners and executive officers


NamePositionCRD#
HOLLANDER, DAVID JAMESCHAIRMAN/FOUNDER/OWNER2493724
BROWN, SCOTTCFO/FINOP6694802
KAI, TONY CHUN-KEUNGCHIEF COMPLIANCE OFFICER5124122

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


LIBERTY GROUP, LLC

CRD#: 106036

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