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LS

Lloyd E. Shepetin

ESSEX SECURITIES LLC
Jersey City, NJ 07302
Some features on this profile are disabled
CRD#: 1263121
LS

Professional summary


Lloyd E Shepetin is a registered financial professional currently at ESSEX SECURITIES LLC located in Jersey City, New Jersey.

Lloyd is registered as a RR (Registered Representative) and started their career in finance in 1990. Lloyd has worked at 9 firms and has passed the Series 63, Series 72, SIE, Series 7, Series 24, Series 23, Series 10 and Series 9 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) - BD


Click below to view Lloyd E Shepetin'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

August 27, 2020 - Present

ESSEX SECURITIES LLC

Office #1: 95 Christopher Columbus Drive Suite 16-11, Jersey City, NJ 07302
BD
CRD#: 46605
Jersey City, NJ
Past

October 16, 2017 - January 31, 2019

FIRST EMPIRE SECURITIES, INC.

BD
CRD#: 15129
Jersey City, NJ
Past

February 29, 2016 - August 25, 2017

INSPEREX LLC

BD
CRD#: 101420
New York, NY
Past

August 26, 2013 - November 10, 2015

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
NEW YORK, NY
Past

May 9, 2011 - April 18, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

June 15, 2009 - May 3, 2011

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
NEW YORK, NY
Past

April 25, 2006 - October 12, 2007

WAMU CAPITAL CORP.

BD
CRD#: 119069
NEW YORK, NY
Past

April 23, 2001 - May 5, 2006

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

July 23, 1990 - April 20, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(6/24/2021)
RR
Maine
(4/15/2024)
RR
Massachusetts
(4/4/2022)
RR
Nebraska
(12/14/2020)
RR
New Hampshire
(1/19/2021)
RR
New Jersey
(8/27/2020)
RR
New York
(8/27/2020)
RR
Puerto Rico
(7/21/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 7/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
ESSEX SECURITIES LLC
EASTERN POINT DISTRIBUTORS, LLC | INVESTORS MARKETING WHOLESALE SERVICES | INVESTORS MARKETING SERVICES | FIRST ESSEX SECURITIES, LLC. | ESSEX SECURITIES LLC

CRD#: 46605 / SEC#: , 8-51472

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


Main Address
95 Christopher Columbus Dr Suite 16-11, Jersey City, NJ 07302
Mailing Address
Po Box 3602, Jersey City, NJ 07303-3602
Phone number
(201) 777-7121
Established
Massachusetts since 12/27/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 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#
ES GROUP, INCOWNER
BEATON, DANIEL STEWARTFINOPS4240769
GUPTA, PRAKASHCHIEF EXECUTIVE OFFICER5784605
SHEPETIN, LLOYD ECHIEF COMPLIANCE OFFICER1263121

Disclosures


Regulatory Event3

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


ESSEX SECURITIES LLC

CRD#: 46605Jersey City, NJ 07302

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