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CO

Christopher Orgen

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CRD#: 1514440
CO

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.

Christopher Orgen, who also goes by Christopher J Orgen, Christopher John Orgen, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1988. Christopher had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher J Orgen | Christopher John Orgen

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 19, 2010 - June 28, 2016

INTERACTIVE BROKERS LLC

BD
CRD#: 36418
CHICAGO, IL
Past

October 13, 2008 - October 28, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

September 16, 2008 - October 28, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

February 10, 2006 - July 11, 2008

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHARLOTTE, NC
Past

March 15, 1993 - May 8, 2006

BROWNCO, LLC

BD
CRD#: 1326
TAMPA, FL
Past

March 21, 1988 - November 13, 1991

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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
IAR
Series 66
Date: 10/10/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/19/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


IB
INTERACTIVE BROKERS LLC
INTERACTIVE BROKERS LLC

CRD#: 36418 / SEC#: , 8-47257

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


Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
One Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5710
Established
Connecticut since 03/09/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
IBG LLCMANAGING MEMBER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
CHAIT, JONATHANEXECUTIVE VICE PRESIDENT, COO4582696
FRIEDLAND, DAVID ERICMANAGING DIRECTOR-ASIAN OPERATIONS2715164
GALIK, MILANCHIEF EXECUTIVE OFFICER2204066
GELMAN, JONATHAN MICHAELCHIEF COMPLIANCE OFFICER5440103
MANDELBAUM, ELAINEGENERAL COUNSEL2957713
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SANDERS, STEVEN JAYSENIOR VICE PRESIDENT, MARKETING AND PRODUCT DEVELOPMENT2812548
SHAO-CHEN, KENGNINGTREASURER5910386

Disclosures


Regulatory Event93
Arbitration26

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


INTERACTIVE BROKERS LLC

CRD#: 36418

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