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Steven J. Austin

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CRD#: 1571424
SA

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.

Steven Jay Austin, who also goes by Steve Austin, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1986. Steven had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Austin

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

May 30, 2013 - July 2, 2020

LAKE STREET CAPITAL MARKETS, LLC

BD
CRD#: 164447
MINNEAPOLIS, MN
Past

October 10, 2011 - April 26, 2013

D.A. DAVIDSON & CO.

BD
CRD#: 199
MINNEAPOLIS, MN
Past

January 3, 2007 - October 4, 2011

NORTHLAND SECURITIES, INC.

BD
CRD#: 40258
WEBB LAKE, WI
Past

October 2, 2002 - December 31, 2006

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

December 4, 2001 - September 30, 2002

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

January 1, 2001 - November 21, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

October 5, 2000 - January 1, 2001

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

February 1, 1993 - January 1, 2001

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

February 20, 1990 - February 1, 1993

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

August 17, 1988 - February 27, 1990

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

November 20, 1986 - August 18, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 12/18/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LS
LAKE STREET CAPITAL MARKETS, LLC
LAKE STREET CAPITAL MARKETS, LLC

CRD#: 164447 / SEC#: , 8-69101

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


Main Address
121 South 8th Street Suite 1000, Minneapolis, MN 55402
Mailing Address
121 South 8th Street Suite 1000, Minneapolis, MN 55402
Phone number
(612) 326-1305
Established
Minnesota since 05/07/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
LAKE STREET HOLDINGS, LLCDIRECT OWNER
ARGENTO, MARK NICHOLASPRESIDENT/DIR2732498
BROWN, ROBERT DUNCANDIR4297681
CULLUM, THOMAS CHARLES JREXECUTIVE CHAIRMAN/DIR1694901
MARTINUZZI, ERICCOO/DIR4142535
MCNAMEE, PAUL ANDREWCCO/FINOP/CFO6788820
TOWNLEY, MICHAEL PRESTONCEO/DIR3112485

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


LAKE STREET CAPITAL MARKETS, LLC

CRD#: 164447

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