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LC

Laura M. Crosby-brown

PETRIE PARTNERS SECURITIES
Denver, CO 80202
Some features on this profile are disabled
CRD#: 1545513
LC

Professional summary


Laura May Crosby-brown, who also goes by Laura M Brown, Laura M Crosby, Laura May Crosby, Laura May Greco, is a registered financial professional currently at PETRIE PARTNERS SECURITIES, LLC located in Denver, Colorado and C.R. LLOYD INVESTMENT SERVICES, LLC located in Sioux Falls, South Dakota.

Laura is registered as a RR (Registered Representative) and started their career in finance in 1986. Laura has worked at 43 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, Series 82TO, SIE, Series 7, Series 6, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura M Brown | Laura M Crosby | Laura May Crosby | Laura May Greco

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 Laura May Crosby-brown'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

October 11, 2023 - Present

PETRIE PARTNERS SECURITIES, LLC

Office #1: 1144 15th Street, Suite 3900, Denver, CO 80202
BD
CRD#: 131783
Denver, CO
Current

March 24, 2025 - Present

C.R. LLOYD INVESTMENT SERVICES, LLC

Office #1: 150 E 4th Place Suite 600, Sioux Falls, SD 57104
BD
CRD#: 325212
SIOUX FALLS, SD
Current

July 9, 2025 - Present

COVINGTON ASSOCIATES, LLC

Office #1: 99 Summer Street 2nd Floor, Boston, MA 02110
BD
CRD#: 127437
BOSTON, MA
Current

August 1, 2025 - Present

CRESTWAVE CAPITAL PARTNERS LLC

Office #1: 375 South County Road Suite 210, Palm Beach, FL 33480
BD
CRD#: 332709
PALM BEACH, FL
Past

October 21, 2022 - March 17, 2023

PARTNERS FINANCE

BD
CRD#: 315067
HOUSTON, TX
Past

September 15, 2021 - April 11, 2022

DORSET PEAK SECURITIES LLC

BD
CRD#: 312209
NEW YORK, NY
Past

October 5, 2020 - March 31, 2021

ARMORY SECURITIES, LLC

BD
CRD#: 147796
EL SEGUNDO, CA
Past

May 2, 2018 - October 5, 2018

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

January 3, 2018 - April 13, 2018

PORTER WHITE CAPITAL, LLC

BD
CRD#: 289839
BIRMINGHAM, AL
Past

April 4, 2016 - April 28, 2017

VENTURE.CO BROKERAGE SERVICES LLC

BD
CRD#: 173924
BURLINGTON, VT
Past

January 22, 2016 - April 26, 2018

BOSTON INNOVATION CAPITAL, LLC

BD
CRD#: 268813
SOMERVILLE, MA
Past

October 2, 2015 - February 4, 2016

CASTLE PLACEMENT, LLC

BD
CRD#: 189511
NEW YORK, NY
Past

May 18, 2015 - October 16, 2017

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

December 2, 2014 - April 26, 2018

WATERWAY CAPITAL LLC

BD
CRD#: 128212
BOSTON, MA
Past

August 19, 2014 - November 2, 2017

REDTAIL CAPITAL MARKETS, LLC

BD
CRD#: 169781
WEST BLOOMFIELD, MI
Past

June 10, 2014 - March 2, 2016

SHOT TOWER SECURITIES LLC

BD
CRD#: 169678
BALTIMORE, MD
Past

April 1, 2014 - March 1, 2016

SC&H CAPITAL CORPORATION

BD
CRD#: 148291
COLUMBIA, MD
Past

March 5, 2014 - May 22, 2015

BHA SELECT NETWORK, LLC

BD
CRD#: 168883
BOSTON, MA
Past

November 13, 2012 - April 26, 2018

LM + CO. CAPITAL

BD
CRD#: 154583
HUNTINGTON, NY
Past

February 17, 2012 - April 27, 2018

PRONET FINANCIAL PARTNERS LLC

BD
CRD#: 154601
LONDONDERRY, NH
Past

July 26, 2011 - November 7, 2012

HERMES FUND DISTRIBUTORS LLC

BD
CRD#: 155655
BOSTON, MA
Past

April 9, 2010 - June 1, 2011

LB GROUP LLC

BD
CRD#: 151459
ATLANTA, GA
Past

January 26, 2010 - October 31, 2012

GREENCOAST CAPITAL PARTNERS LLC

BD
CRD#: 150776
LOS ANGELES, CA
Past

September 22, 2009 - May 29, 2012

PARKER POINT CAPITAL, LLC

BD
CRD#: 149529
SOUTHBOROUGH, MA
Past

August 19, 2009 - February 8, 2010

MARRIOTT SECURITIES, LLC

BD
CRD#: 149323
RICHMOND, VA
Past

December 3, 2008 - May 1, 2012

AXIS THOUGHT CAPITAL, LLC

BD
CRD#: 147507
NEW YORK, NY
Past

June 3, 2008 - September 30, 2009

THE NEW PENFACS INC.

BD
CRD#: 145584
SOUTHBOROUGH, MA
Past

November 7, 2007 - April 30, 2008

WES INVESTMENTS, LLC

BD
CRD#: 144097
BRAINTREE, MA
Past

October 1, 2007 - February 1, 2013

WALTER GREENBLATT & ASSOCIATES, LLC

BD
CRD#: 129291
BROOKLYN, NY
Past

July 30, 2007 - January 14, 2008

INEO CAPITAL, LLC

BD
CRD#: 143262
MIAMI, FL
Past

June 5, 2007 - April 30, 2009

INVESCOR WHOLESALE BD, INC.

BD
CRD#: 139828
FARMINGTON HILLS, MI
Past

December 20, 2006 - June 29, 2012

BASIC CAPITAL ADVISORS, LLC

BD
CRD#: 141482
NEW YORK, NY
Past

October 27, 2006 - April 27, 2018

W G SECURITIES, LLC

BD
CRD#: 140869
WOODBRIDGE, CT
Past

March 6, 2006 - April 27, 2018

LIBERTY GLOBAL CAPITAL SERVICES, LLC

BD
CRD#: 134741
WABAN, MA
Past

January 25, 2006 - March 7, 2012

PGP CAPITAL ADVISORS, LLC

BD
CRD#: 128797
LOS ANGELES, CA
Past

January 24, 2006 - October 10, 2006

TMR BAYHEAD SECURITIES, LLC

BD
CRD#: 137264
POUGHKEEPSIE, NY
Past

January 3, 2005 - July 14, 2006

ACENTO SECURITIES, LLC

BD
CRD#: 132399
CHICAGO, IL
Past

November 26, 2004 - October 26, 2005

PAGEMILL PARTNERS, LLC

BD
CRD#: 132184
EAST PALO ALTO, CA
Past

November 3, 2004 - August 17, 2006

EVOLVE SECURITIES, INC.

BD
CRD#: 127474
DALLAS, TX
Past

April 14, 2004 - December 16, 2004

QUANTUM SECURITIES, INC.

BD
CRD#: 130224
BOCA RATON, FL
Past

November 25, 2003 - April 27, 2018

COVINGTON ASSOCIATES, LLC

BD
CRD#: 127437
BOSTON, MA
Past

May 6, 2003 - January 5, 2011

ADIRONDACK TRADING GROUP LLC

BD
CRD#: 103910
LAKE LUZERNE, NY
Past

September 28, 1992 - March 20, 2003

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

September 2, 1986 - August 24, 1992

MANUFACTURERS SECURITIES SERVICES, LLC

BD
CRD#: 16009
BOSTON, MA

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
IAR
Series 65
Date: 6/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CRESTWAVE CAPITAL PARTNERS LLC
CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709 / SEC#: , 8-71269

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


Main Address
375 South County Road Suite 210, Palm Beach, FL 33480
Mailing Address
375 South County Road Suite 210, Palm Beach, FL 33480
Phone number
(561) 449-0357
Established
Delaware since 06/18/2024
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ZAFFIRO, GREGORY CHARLESSOLE OWNER, MANAGING PARTNER, EXECUTIVE REPRESENTATIVE, CCO5247397
CROSBY-BROWN, LAURA MAYFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1545513

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


CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709Denver, CO 80202

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