AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PL

Philip A. Lehman

Some features on this profile are disabled
CRD#: 1345038
PL

Professional summary


Philip Allen Lehman was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Philip is a previously registered financial professional and started their career in finance in 2002. Prior to being barred, Philip had worked at 1 firm, which includes SICOR SECURITIES INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phil Lehman

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

February 26, 2002 - August 26, 2002

SICOR SECURITIES INC

BD
CRD#: 16195
DAYTON, OH

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: 11/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SICOR SECURITIES INC
S I SECURITIES, INC. | TOWER EQUITIES, INC. | TOWER EQUITIES INC | SICOR SECURITIES INC

CRD#: 16195 / SEC#: 801-31673, 8-33445

BD
Terminated by SEC on 12/14/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 04/01/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TIS HOLDINGS INCSTOCK HOLDER
LEHMAN, HEATH AFINANCIAL & OPERATIONS PRINCIPAL2395182
MERRICK, GREGORY LUNARPRESIDENT/DIRECTOR2933448
MERRICK, GREGORY LUNARCHIEF COMPLIANCE OFFICER2933448
MERRICK, SARA ANNSECRETARY/V-PRES/DIRECTOR2672417
THE DEMANGE ASSET MANAGEMENT COSTOCK HOLDER

Disclosures


Regulatory Event13
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


SICOR SECURITIES INC

CRD#: 16195

TRUST BUT VERIFY

Monitor Philip Lehman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics