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ER

Elizabeth D. Regan

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CRD#: 1326075
ER

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.

Elizabeth Detwiler Regan, who also goes by Elizabeth H Detwiler, Elizabeth Harper Detwiler, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 1984. Elizabeth had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elizabeth H Detwiler | Elizabeth Harper Detwiler

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 2, 2004 - December 31, 2016

BOOMERANG CAPITAL LLC

BD
CRD#: 120313
DARIEN, CT
Past

May 20, 1997 - September 21, 2004

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 14, 1994 - May 1, 1997

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

November 2, 1990 - April 29, 1993

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 21, 1988 - October 18, 1990

JAMES CAPEL INCORPORATED

BD
CRD#: 15390
Past

December 18, 1984 - April 27, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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: 1/16/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BOOMERANG CAPITAL LLC
BOOMERANG CAPITAL LLC

CRD#: 120313 / SEC#: , 8-65273

Connecticut
Registered Investment Advisory firm - SEC (11/20/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
4 Covewood Drive, Rowayton, CT 06853
Mailing Address
Po Box 47, Darien, CT 06820
Phone number
(203) 855-1723
Established
Delaware since 09/10/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (5 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DMCD INC.MEMBER - DIRECT OWNER
MCDONOUGH, DONOUGH PATRICKMANAGING DIRECTOR/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER1210501
MCDONOUGH, DONOUGH PATRICKCHIEF COMPLIANCE OFFICER/FINOP1210501
OBRIEN-ADERHOLDT, MAUREEN MARY MARGARETCCO4182378

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


BOOMERANG CAPITAL LLC

CRD#: 120313

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