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Vincent C. Lombardi

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CRD#: 1209575
VL

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.

Vincent Clifford Lombardi, who also goes by VIncent C Lombardi, was a registered financial professional .

Vincent is a previously registered financial professional and started their career in finance in 1984. Vincent had worked at 5 firms and has passed the Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vincent C Lombardi

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

November 29, 1990 - July 26, 1993

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
Past

May 4, 1990 - September 21, 1990

COLUMBUS EQUITIES INTERNATIONAL, INC.

BD
CRD#: 7559
Past

February 14, 1989 - February 3, 1990

OSBORNE, STERN & COMPANY, INC.

BD
CRD#: 19879
Past

September 9, 1986 - January 4, 1989

JP MICHAEL CO.

BD
CRD#: 15119
Past

April 1, 1985 - September 5, 1986

MAIN STREET SECURITIES, INC.

BD
CRD#: 8522
Past

June 20, 1984 - November 20, 1984

MAIN STREET SECURITIES, INC.

BD
CRD#: 8522

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: 7/10/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TP
TOLUCA PACIFIC SECURITIES CORP.
TOLUCA LAKE SECURITIES CORP. | TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875 / SEC#: , 8-29814

BD
Cancelled by SEC on 06/17/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/01/1983
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


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


TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875

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