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Lawrence J. Gordon

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CRD#: 1296662
LG

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 Jay Gordon was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1984. Lawrence had worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 39 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

January 25, 1999 - March 31, 2016

TRICAPITAL ADVISORS INC

RIA
CRD#: 109224
N. BETHESDA, MD
Past

November 24, 1993 - December 31, 1998

ENERIC FINANCIAL SERVICES, INC.

BD
CRD#: 11761
FAIRFIELD, IA
Past

October 15, 1984 - July 7, 1989

GORDON EQUITIES, INC.

BD
CRD#: 15543

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: 1/7/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TA
TRICAPITAL ADVISORS INC
TRICAPITAL ADVISORS INC

CRD#: 109224 / SEC#: 801-55933

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Contact information


Main Address
11140 Rockville Pike Ste 600, North Bethesda, MD 20852
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (8/9/2016)

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


TRICAPITAL ADVISORS INC

CRD#: 109224

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