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KL

Kenneth L. Lucas

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CRD#: 1233773
KL

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.

Kenneth Lee Lucas was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1984. Kenneth had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 13, 2001 - October 26, 2001

ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC.

BD
CRD#: 8350
DENVER, CO
Past

August 21, 1995 - June 13, 2001

GLOBAL FINANCIAL GROUP, INC.

BD
CRD#: 23958
MINNEAPOLIS, MN
Past

April 6, 1994 - July 28, 1995

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

September 29, 1992 - November 4, 1993

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

December 24, 1991 - September 17, 1992

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

November 21, 1986 - October 3, 1990

MLB INVESTMENTS, LTD.

BD
CRD#: 18280
Past

September 6, 1984 - February 20, 1987

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

February 29, 1984 - August 20, 1984

B. J. LEONARD AND COMPANY, INC.

BD
CRD#: 62
Past

January 27, 1984 - February 22, 1984

HACKERT/MODESITT INVESTMENTS, LTD.

BD
CRD#: 8186

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: 1/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RM
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC.
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC.

CRD#: 8350 / SEC#: , 8-25105

BD
Cancelled by SEC on 04/09/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 06/25/1980
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HORNING, STEPHEN JAMESDIRECTOR/PRESIDENT250316
VANTREUREN, RALPH DAVIDDIRECTOR/VICE PRESIDENT453387
LLOYD, MARY CAROLYNESHAREHOLDER(RESIGNED AS DIRECTOR 03/02)
ZALES, MICHAEL JACOBDIRECTOR/VICE PRESIDENT475699
BLANKENHEIM, GEORGE THOMASSECRETARY/TREASURER23218
CLARKE, JUDITH VAN BROCKLINTRADER1014789
COX, NEIL AMELDIRECTOR/VICE PRESIDENT806126
DASCALOS, JAMESDIRECTOR
MAXEY, CRAIG ALLENSROP-CROP/VICE PRESIDENT820099
SMITH, ROBERT LEEDIRECTOR

Disclosures


Regulatory Event6
Civil Event1
Arbitration3

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


ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC.

CRD#: 8350

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