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AL

Amy S. Lazarus

SPP CAPITAL PARTNERS L L C
Sarasota, FL
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CRD#: 1498788
AL

Professional summary


Amy Sue Lazarus, who also goes by Amy Sue Goldberg, is a registered financial professional currently at SPP CAPITAL PARTNERS L L C located in Sarasota, Florida.

Amy is registered as a RR (Registered Representative) and started their career in finance in 1987. Amy has worked at 3 firms and has passed the Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amy Sue Goldberg

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 Amy Sue Lazarus's 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

January 3, 1996 - Present

SPP CAPITAL PARTNERS L L C

BD
CRD#: 38103
Sarasota, FL
Past

May 7, 1990 - August 25, 1997

SPP HAMBRO & CO., INCORPORATED

BD
CRD#: 14821
NEW YORK, NY
Past

May 1, 1987 - May 30, 1989

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

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
Florida
(7/22/2025)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
SPP CAPITAL PARTNERS L L C
SPP CAPITAL PARTNERS L L C | SPP MEZZANINE | SPP HAMBRO & CO., LLC | SPP CAPITAL PARTNERS, LLC

CRD#: 38103 / SEC#: , 8-48093

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


Main Address
550 Fifth Avenue 12th Floor, New York, NY 10036
Mailing Address
550 Fifth Avenue 12th Floor, New York, NY 10036
Phone number
(212) 455-4500
Established
Delaware since 08/21/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SPP HOLDINGS, LLCMEMBER
BUSCH, ROBIN ELLISMANAGING PARTNER2082719
LAZARUS, AMY SUECHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER AND FINOP1498788
SHAFFER, STEFAN LMANAGING PARTNER1498973

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


SPP CAPITAL PARTNERS L L C

CRD#: 38103Sarasota, FL

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