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LU

Louie N. Ucciferri

CAMDEN FINANCIAL SERVICES
KELLER, TX 76244
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CRD#: 1156956
LU

Professional summary


Louie Nmn Ucciferri, who also goes by Louie Ucciferri, Luigi Ucciferri, is a registered financial professional currently at CAMDEN FINANCIAL SERVICES located in Keller, Texas and EDGELINE CAPITAL, LLC. located in Los Angeles, California.

Louie is registered as a RR (Registered Representative) and started their career in finance in 1984. Louie has worked at 16 firms and has passed the Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 27, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Louie Ucciferri | Luigi Ucciferri

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 Louie Nmn Ucciferri'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

November 30, 1998 - Present

CAMDEN FINANCIAL SERVICES

Office #1: 4913 Bateman Road, Keller, TX 76244Office #2: 10990 Wilshire Boulevard Suite 1200, Los Angeles, CA 90024
BD
CRD#: 19925
KELLER, TX
Current

December 16, 2010 - Present

EDGELINE CAPITAL, LLC.

Office #1: 11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
BD
CRD#: 152774
Los Angeles, CA
Current

December 20, 2013 - Present

LIGHTPATH CAPITAL, INC

Office #1: 1560 E. Southlake Blvd., Suite 100, Southlake, TX 76092Office #2: 1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
BD
CRD#: 34617
Southlake, TX
Past

August 23, 2018 - January 25, 2019

SBC PARTNERS

BD
CRD#: 284750
Los Angeles, CA
Past

April 4, 2012 - July 12, 2013

INTEGRATED TRADING AND INVESTMENTS, INC.

BD
CRD#: 47730
HUNTINGTON BEACH, CA
Past

October 5, 2004 - June 21, 2012

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
WESTLAKE VILLAGE, CA
Past

October 19, 2000 - May 11, 2002

AMERIVET SECURITIES, INC.

BD
CRD#: 34786
NEW YORK, NY
Past

April 28, 2000 - October 3, 2000

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

June 23, 1998 - December 17, 1998

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

September 25, 1995 - June 11, 1996

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

January 5, 1995 - March 30, 1995

LANE HARTMAN SECURITIES, INC.

BD
CRD#: 36817
Past

August 4, 1992 - June 11, 1993

COLTON FINANCIAL, INC.

BD
CRD#: 22439
Past

June 15, 1992 - February 13, 1995

ROBERT SCOTT SECURITIES, INC.

BD
CRD#: 28180
Past

March 30, 1992 - July 17, 1992

AMERINATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 27986
Past

May 31, 1989 - March 17, 1992

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

July 10, 1986 - May 1, 1989

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
Past

August 21, 1984 - March 11, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/30/1998)
RR
Florida
(1/21/2011)
RR
Texas
(2/5/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LIGHTPATH CAPITAL, INC
LIGHTPATH CAPITAL, INC | STREAMLINE CAPITAL CORPORATION | PROTECTIVE BROKERAGE CORPORATION

CRD#: 34617 / SEC#: , 8-46299

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


Main Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Mailing Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Phone number
(214) 734-2957
Established
California since 06/02/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DHILLON, HARINDER SINGHCHAIRMAN OF THE BOARD
RICHARDSON, MARK JAYOWNER6259211
UCCIFERRI, CHARLES SANTINOPRINCIPAL7158252
UCCIFERRI, LOUIE NMNPRESIDENT1156956
UCCIFERRI, LOUIE NMNCCO, FINOP, AML-CO1156956

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


LIGHTPATH CAPITAL, INC

CRD#: 34617Keller, TX 76244

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