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JB

Jeffrey J. Bughman

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CRD#: 1103397
JB

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.

Jeffrey John Bughman, who also goes by Jeffrey J Bughman, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2011. Jeffrey had worked at 1 firm and has passed the Series 57TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey J Bughman

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

May 11, 2011 - September 18, 2024

LAKESHORE SECURITIES, L.P.

BD
CRD#: 34381
Chicago, IL

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


General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam

Current Firm


LS
LAKESHORE SECURITIES, L.P.
LAKESHORE SECURITIES, L.P.

CRD#: 34381 / SEC#: , 8-28820

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


Main Address
401 S. Lasalle #1000, Chicago, IL 60605
Mailing Address
401 S. Lasalle Street #1000, Chicago, IL 60605
Phone number
(312) 663-1307
Established
Illinois since 09/01/1982
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CROSS VOL LLCGENERAL PARTNER
FLP TRADING LLCGENERAL PARTNER
GARZA, ALEXANDER BENJAMINLIMITED PARTNER4945272
GREY WOLF CAPITAL LLCGENERAL PARTNER
GANNON, MARK EDWARDFINOP AND CCO

Disclosures


Regulatory Event13

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


LAKESHORE SECURITIES, L.P.

CRD#: 34381

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