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Michael B. Lazar

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CRD#: 1290216
ML

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.

Michael Ben Lazar, who also goes by Mike Lazar, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1992. Michael had worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Lazar

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 9, 2016 - October 4, 2022

CODA MARKETS, INC.

BD
CRD#: 36187
WILMETTE, IL
Past

March 22, 2007 - September 19, 2007

MILETUS TRADING, LLC

BD
CRD#: 127732
NEW YORK, NY
Past

January 22, 2001 - July 1, 2015

LIQUIDNET, INC.

BD
CRD#: 103987
SANTA BARBARA, CA
Past

July 15, 1998 - June 12, 2000

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

May 27, 1992 - July 13, 1998

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

January 13, 1992 - June 2, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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
IAR
Series 65
Date: 12/30/1998
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 24
Date: 10/15/2003
General Securities Principal Examination

Current Firm


CM
CODA MARKETS, INC.
CODA MARKETS, INC. | PDQ ATS, INC. | PB TRADE LTD | IMPERIAL INVESTMENTS LTD. | IMPERIAL INVESTMENTS LLC

CRD#: 36187 / SEC#: , 8-47077

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


Main Address
1000 Skokie Blvd. Suite Ll33, Wilmette, IL 60091
Mailing Address
Po Box 2326 2326, Glenvview, IL 60025
Phone number
(872) 205-0187
Established
Connecticut since 10/22/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ACS GLOBAL HOLDINGS, LLCSHAREHOLDER
DEROLF, MARK KENNETHCHIEF COMPLIANCE OFFICER1924355
LANG, TIMOTHY JUDECHIEF EXECUTIVE OFFICER1109356
MITCHELL, RYAN PATRICKSENIOR MANAGING DIRECTOR6468380
MURPHY, KRISTENFINANCIAL OPERATIONS PRINCIPAL2287252

Disclosures


Regulatory Event15

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


CODA MARKETS, INC.

CRD#: 36187

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