Lawrence J. Savallo

FOLIONET FINANCIAL LLC

Miami, FL 33131

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CRD#: 1195178

Professional summary

Lawrence James Savallo, who also goes by Lawrence J Savallo Jr, Lawrence James Savallo Jr, is a registered financial professional currently at FOLIONET FINANCIAL LLC located in Miami, Florida.

Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1983. Lawrence has worked at 18 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lawrence J Savallo Jr | Lawrence James Savallo Jr

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 Lawrence James Savallo'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

January 10, 2017 - Present

FOLIONET FINANCIAL LLC

Office #1: 1221 Brickell Avenue, Suite 900, Miami, FL 33131

CRD#: 283965

Miami, FL

Past

July 17, 2019 - March 18, 2022

DELTA SECURITIES COMPANY, LLC

CRD#: 130577

MAITLAND, FL

Past

March 18, 2015 - May 29, 2015

HIGH POINT CAPITAL GROUP, INC.

CRD#: 25667

COCOA, FL

Past

September 5, 2013 - May 15, 2018

SANDLAPPER SECURITIES, LLC

CRD#: 137906

GREENVILLE, SC

Past

November 16, 2007 - June 18, 2012

POINTE ATLANTIC, INC

CRD#: 46599

TAMPA, FL

Past

October 19, 2005 - April 26, 2006

CMG INSTITUTIONAL TRADING LLC

CRD#: 47264

CHICAGO, IL

Past

December 3, 2004 - August 1, 2005

ORION TRADING, LLC

CRD#: 43932

WINTER PARK, FL

Past

December 20, 2002 - September 20, 2005

COSTA FINANCIAL SECURITIES, INC.

CRD#: 45039

BOCA RATON, FL

Past

February 26, 2002 - March 8, 2002

CERIDIAN BROKER DEALER, INC.

CRD#: 47901

ST PETERSBURG, FL

Past

March 4, 1992 - June 14, 2000

DISCOVERY CAPITAL GROUP

CRD#: 29355

CORAL SPRINGS, FL

Past

September 25, 1990 - February 5, 1991

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

July 8, 1989 - September 26, 1990

MLB INVESTMENTS, LTD.

CRD#: 18280

Past

February 21, 1989 - April 17, 1989

JONATHAN ALAN & CO., INC.

CRD#: 15914

Past

June 29, 1988 - March 1, 1989

ANDERSON, BRYANT & CO.

CRD#: 13185

Past

May 25, 1988 - January 12, 1990

FITZGERALD, DEARMAN & ROBERTS, INC.

CRD#: 317

Past

March 17, 1988 - June 1, 1988

AMERICAN CAPITAL EQUITIES, INC.

CRD#: 13272

Past

October 29, 1985 - June 2, 1986

FIRST MANHATTAN SECURITIES LLC

CRD#: 1845

Past

October 19, 1983 - August 6, 1985

J.P. MORGAN SECURITIES LLC

CRD#: 79

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

Series 63

Date: 3/22/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 5/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 12/23/1991

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/21/1991

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FOLIONET FINANCIAL LLC

FOLIONET FINANCIAL LLC | SANTOS CAPITAL GROUP, LLC

CRD#: 283965 / SEC#: , 8-69775

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

1221 Brickell Avenue, Suite 900, Miami, FL 33131

Mailing Address

1221 Brickell Avenue, Suite 900, Miami, FL 33131

Phone number

(305) 432-2290

Established

Florida since 03/12/2014

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (20 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FOLIONET HOLDINGS INC.	DIRECT OWNER
SANTOS, JUAN L	CEO/CCO	5656132
SAVALLO, LAWRENCE JAMES	FINOP	1195178

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lawrence J. Savallo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lawrence James Savallo's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELTA SECURITIES COMPANY, LLC

HIGH POINT CAPITAL GROUP, INC.

SANDLAPPER SECURITIES, LLC

POINTE ATLANTIC, INC

CMG INSTITUTIONAL TRADING LLC

ORION TRADING, LLC

COSTA FINANCIAL SECURITIES, INC.

CERIDIAN BROKER DEALER, INC.

DISCOVERY CAPITAL GROUP

FAIRCHILD FINANCIAL GROUP, INC.

MLB INVESTMENTS, LTD.

JONATHAN ALAN & CO., INC.

ANDERSON, BRYANT & CO.

FITZGERALD, DEARMAN & ROBERTS, INC.

AMERICAN CAPITAL EQUITIES, INC.

FIRST MANHATTAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/22/1988

Series 99TO

Date: 1/2/2023

SIE

Date: 5/15/2018

Series 7

Date: 10/15/1983

Series 27

Date: 12/23/1991

Series 24

Date: 11/21/1991

FINRA

Current Firm

FOLIONET FINANCIAL LLC

Contact information

FINRA licenses (20 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FOLIONET FINANCIAL LLC

TRUST BUT VERIFY

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