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HL

Henry C. Lawrence

ALLY INVEST SECURITIES LLC
Charlotte, NC 28202
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CRD#: 1342821
HL

Professional summary


Henry Coleman Lawrence, who also goes by Henry Coleman Lawrence Jr, is a registered financial professional currently at ALLY INVEST SECURITIES LLC located in Charlotte, North Carolina.

Henry is registered as a RR (Registered Representative) and started their career in finance in 2014. Henry has worked at 2 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Henry Coleman Lawrence Jr

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 Henry Coleman Lawrence'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 16, 2017 - Present

ALLY INVEST SECURITIES LLC

Office #1: 601 S. Tryon St. Suite 100, Charlotte, NC 28202
BD
CRD#: 136131
Charlotte, NC
Past

December 12, 2014 - March 17, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
DAVIDSON, NC
Past

November 14, 2014 - March 17, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
DAVIDSON, NC

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
Alabama
(9/13/2017)
RR
Alaska
(9/13/2017)
RR
Arizona
(9/13/2017)
RR
Arkansas
(9/13/2017)
RR
California
(9/13/2017)
RR
Colorado
(9/13/2017)
RR
Connecticut
(9/13/2017)
RR
Delaware
(9/13/2017)
RR
District of Columbia
(9/13/2017)
RR
Florida
(9/13/2017)
RR
Georgia
(9/13/2017)
RR
Hawaii
(9/13/2017)
RR
Idaho
(9/13/2017)
RR
Illinois
(9/13/2017)
RR
Indiana
(9/13/2017)
RR
Iowa
(9/13/2017)
RR
Kansas
(9/13/2017)
RR
Kentucky
(9/13/2017)
RR
Louisiana
(9/13/2017)
RR
Maine
(9/13/2017)
RR
Maryland
(9/13/2017)
RR
Massachusetts
(9/13/2017)
RR
Michigan
(9/13/2017)
RR
Minnesota
(9/13/2017)
RR
Mississippi
(9/13/2017)
RR
Missouri
(9/13/2017)
RR
Montana
(9/13/2017)
RR
Nebraska
(9/13/2017)
RR
Nevada
(9/13/2017)
RR
New Hampshire
(9/13/2017)
RR
New Jersey
(9/13/2017)
RR
New Mexico
(9/13/2017)
RR
New York
(9/13/2017)
RR
North Carolina
(9/8/2017)
RR
North Dakota
(9/13/2017)
RR
Ohio
(9/13/2017)
RR
Oklahoma
(9/13/2017)
RR
Oregon
(9/13/2017)
RR
Pennsylvania
(9/13/2017)
RR
Puerto Rico
(9/13/2017)
RR
Rhode Island
(9/13/2017)
RR
South Carolina
(9/13/2017)
RR
South Dakota
(9/13/2017)
RR
Tennessee
(9/13/2017)
RR
Texas
(9/13/2017)
RR
Utah
(9/13/2017)
RR
Vermont
(9/13/2017)
RR
Virginia
(9/13/2017)
RR
Washington
(9/13/2017)
RR
West Virginia
(9/13/2017)
RR
Wisconsin
(9/13/2017)
RR
Wyoming
(9/13/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 9/7/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ALLY INVEST SECURITIES LLC
ALLY INVEST SECURITIES LLC | TRADEKING SECURITIES LLC | TRADEKING LLC | TRADEKING | KANE REID SECURITIES GROUP, INC.

CRD#: 136131 / SEC#: , 8-66982

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


Main Address
601 S Tryon Street Suite 100, Charlotte, NC 28202
Mailing Address
P.o. Box 30248, Charlotte, NC 28230
Phone number
(855) 880-2559
Established
Delaware since 08/23/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 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#
ALLY INVEST GROUP INC.OWNER
LIETKE, FRANK GREGORYPRESIDENT6900716
MARTIN, ALEX MICHAELPRINCIPAL FINANCIAL OFFICER5639666
POWELL, BENJAMIN TRACYPRINCIPAL OPERATIONS OFFICER2438200
SYKES, ROBERT CHRISTOPHERCHIEF COMPLIANCE OFFICER2775993

Disclosures


Regulatory Event2
Arbitration1

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


ALLY INVEST SECURITIES LLC

CRD#: 136131Charlotte, NC 28202

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