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Suzanne B. Lawrence

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CRD#: 1146959
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.

Suzanne Burns Lawrence, who also goes by Suzanne Lucas Burns, Suzanne Lucas Lawrence, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1984. Suzanne had worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzanne Lucas Burns | Suzanne Lucas Lawrence

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

July 1, 2016 - February 8, 2019

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
STAMFORD, CT
Past

September 29, 2015 - July 1, 2016

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT
Past

December 3, 2009 - January 27, 2010

NEXBANK SECURITIES INC

BD
CRD#: 133267
NEW YORK, NY
Past

October 27, 2005 - December 7, 2007

UST SECURITIES CORP.

BD
CRD#: 13906
NEW YORK, NY
Past

January 1, 2002 - December 31, 2003

BEAR STEARNS ASSET MANAGEMENT INC.

RIA
CRD#: 113359
NEW YORK, NY
Past

May 21, 1998 - April 19, 2004

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

December 7, 1990 - December 31, 1996

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA
Past

January 13, 1987 - July 6, 1990

ATALANTA SOSNOFF MANAGEMENT, LLC

BD
CRD#: 11085
NEW YORK, NY
Past

October 26, 1984 - February 27, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

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: 9/18/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SS
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
STATE STREET BROKERAGE SERVICES, INC. | STATE STREET GLOBAL MARKETS, LLC | STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC | STATE STREET CAPITAL MARKETS, LLC

CRD#: 30107 / SEC#: , 8-44744

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


Main Address
One Congress Street, Boston, MA 02114
Mailing Address
One Congress Street, Boston, MA 02114
Phone number
(617) 664-3619
Established
Delaware since 03/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STATE STREET GLOBAL ADVISORS, INC.PARENT CORPORATION
ALBERICI, MARK FDIRECTOR3223458
AMOA, APEAWUSU KDIRECTOR7711546
BONDS MAZZA, ALLISON HATHHORNPRESIDENT AND DIRECTOR4439495
CORBETT, TIMOTHY PAULDIRECTOR
FERRARELLI, JAMESDIRECTOR6961735
LAPORTA, JEANNE MARIEDIRECTOR & CHAIRWOMAN5946908
TENORIO, EDITHA VCHIEF FINANCIAL OFFICER6755490
TRABUCCO, MARK RUSSELLCHIEF COMPLIANCE OFFICER4856280
TUCKER, JOHN ADIRECTOR7000761

Disclosures


Regulatory Event17

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


STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

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