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Lawrence H. Forrester

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CRD#: 1221833
LF

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.

Lawrence Howard Forrester, who also goes by Larry Forrester, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1983. Lawrence had worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 53, Series 24 and Series 27 exams.

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Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Forrester

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.
EMPLOYED BY FIRST FINANCIAL CAPITAL CORPORATION, AND AFFILIATED INSURANCE AGENCY THAT SELLS LIFE AND HEALTH INSURANCE PRODUCTS.

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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 12, 2010 - December 6, 2023

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

RIA
CRD#: 13642
Georgetown, TX
Past

September 15, 2000 - January 17, 2025

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

BD
CRD#: 13642
Georgetown, TX
Past

January 15, 1997 - September 14, 2000

SPIRES FINANCIAL, L.P.

BD
CRD#: 38209
HOUSTON, TX
Past

June 22, 1994 - December 1, 1995

LYN-HAYES FINANCIAL, INC.

BD
CRD#: 36464
HOUSTON, TX
Past

March 15, 1994 - June 2, 1994

VIPO SECURITIES

BD
CRD#: 6285
LONG BEACH, CA
Past

March 1, 1991 - August 5, 1993

FUNDAMENTAL BROKERS

BD
CRD#: 28197
Past

February 28, 1991 - August 5, 1993

FUNDAMENTAL CORPORATE BOND BROKERS

BD
CRD#: 28198
Past

July 26, 1990 - January 22, 1994

MMAR GROUP, INC.

BD
CRD#: 25329
HOUSTON, TX
Past

August 7, 1987 - August 1, 1990

MURCHISON INVESTMENT BANKERS, INC.

BD
CRD#: 20027
Past

December 21, 1983 - June 10, 1986

FIRST SECURITIES CORPORATION OF THE SOUTHWEST

BD
CRD#: 10511

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
IAR
Series 65
Date: 6/2/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
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

Current Firm


FF
FIRST FINANCIAL SECURITIES OF AMERICA, INC.
FIRST FINANCIAL SECURITIES OF AMERICA, INC. | TAX SHELTERED INVESTMENTS EQUITIES CORPORATION | SOUTHWEST GENERAL SECURITIES CORPORATION

CRD#: 13642 / SEC#: , 8-29565

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


Main Address
16945 Northchase Drive Suite 1800, Houston, TX 77060
Mailing Address
Po Box 670329, Houston, TX 77267-0329
Phone number
(281) 847-8422
Established
Texas since 12/04/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
70

FINRA licenses (28 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
AMERICAN FIDELITY ASSURANCE COMPANYSHAREHOLDER
BLUTT, PAUL MATHIASCHIEF FINANCIAL OFFICER/FINOP7912579
KEELING, COURTNEY DANAECHIEF COMPLIANCE OFFICER7675059
PRUITT, SHERRIE RENEVICE PRESIDENT2691254
SCHNAUTZ, DAWSON LOUISPRESIDENT, DIRECTOR, PRINCIPAL2159228

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


FIRST FINANCIAL SECURITIES OF AMERICA, INC.

CRD#: 13642

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Contact information


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