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RL

Ronald W. Lawten

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CRD#: 1211195
RL

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.

Ronald Warren Lawten, who also goes by Ron Lawten, Ronald W Lawten, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1983. Ronald had worked at 11 firms and has passed the Series 63, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Lawten | Ronald W Lawten

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

June 12, 2012 - December 18, 2013

INSPEREX LLC

BD
CRD#: 101420
BOCA RATON, FL
Past

December 17, 2010 - May 10, 2012

BMO CAPITAL MARKETS GKST INC.

BD
CRD#: 8352
FORT LAUDERDALE, FL
Past

March 24, 2009 - September 21, 2010

PIPER SANDLER & CO.

BD
CRD#: 665
DENVER, CO
Past

November 14, 2006 - March 26, 2009

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
BOCA RATON, FL
Past

December 20, 2005 - August 30, 2006

SANDERS MORRIS LLC

BD
CRD#: 20580
BOCA RATON, FL
Past

May 21, 1998 - January 4, 2006

ADVEST, INC.

BD
CRD#: 10
BOCA RATON, FL
Past

August 19, 1996 - June 2, 1998

FIRST CLEARING, LLC

BD
CRD#: 17344
ST. LOUIS, MO
Past

March 31, 1995 - August 20, 1996

MERIDIAN SECURITIES, INC.

BD
CRD#: 16468
Past

September 18, 1992 - January 31, 1995

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 14, 1989 - September 10, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 26, 1989 - November 8, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

December 1, 1983 - August 19, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 7/7/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IL
INSPEREX LLC
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC

CRD#: 101420 / SEC#: , 8-52081

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


Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 09/01/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
INSPEREX HOLDINGS LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
CARRELS, CHRISTINE ANNCHIEF MARKETING OFFICER6651750
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
ELLIOTT, LAURA SUEPRESIDENT2125558
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
NICHOLSON, MARSHALL ALLENHEAD OF STRATEGIC INITIATIVES4585471
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960
RHODES, DERYK TREVORHEAD OF WEALTH MANAGEMENT SOLUTIONS4157411
TOLAR, JOHN MHEAD OF FIXED INCOME SALES & TRADING3075402

Disclosures


Regulatory Event1

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


INSPEREX LLC

CRD#: 101420

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