James Daniel Lamke
Professional Summary
James Daniel Lamke, who also goes by James Daniel Lamke, James Lamke, Jim Lamke, is a registered financial advisor currently at DRIVEWEALTH, LLC located in New York, New York. James is registered as a RR (Registered Representative) and started their career in finance in 1985. James has worked at 15 firms and has passed the Series 63, Series 57TO, Series 6TO, Series 99TO, SIE, Series 55, Series 7, Series 6, Series 10, Series 9, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Daniel Lamke, James Lamke, Jim Lamke
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
DRIVEWEALTH, LLC | MYSOLOMEO, LLC
Contact Information
Main Address
28 Liberty Street 50th Floor, New York, NY 10005Mailing Address
28 Liberty Street 50th Floor, New York, NY 10005Phone Number
(973) 559-6750Established
New Jersey since 05/24/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(8/21/2025)
(8/21/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 1998Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1985About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 14A — Compliance Official Specialist Exam
Passed Jul 1998Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1997SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James Daniel Lamke's CRS (Customer Relationship Summary).
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