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David E. Lakowski

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CRD#: 1598462
DL

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.

David Edward Lakowski was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1987. David had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 79, Series 24, Series 27, Series 14, Series 12, Series 53 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

January 17, 2018 - August 11, 2020

JVM SECURITIES, LLC

BD
CRD#: 290327
Oak Brook, IL
Past

November 6, 2010 - September 13, 2017

THIRD500, LLC

BD
CRD#: 115542
WILMETTE, IL
Past

February 26, 1999 - June 29, 2005

HOWE BARNES HOEFER & ARNETT, INC.

BD
CRD#: 2240
CHICAGO, IL
Past

June 2, 1988 - February 5, 1999

VECTOR SECURITIES INTERNATIONAL, INC.

BD
CRD#: 22010
NEW YORK, NY
Past

February 2, 1987 - January 11, 1988

RIVER NORTH SECURITIES CORP.

BD
CRD#: 16031

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: 10/18/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2011
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 3/28/2000
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 12
Date: 12/8/1999
NYSE Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JS
JVM SECURITIES, LLC
JVM SECURITIES, LLC

CRD#: 290327 / SEC#: , 8-70032

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


Main Address
903 Commerce Drive, Suite 250, Oak Brook, IL 60523
Mailing Address
903 Commerce Drive, Suite 250, Oak Brook, IL 60523
Phone number
(630) 242-1000
Established
Delaware since 04/06/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 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#
JVM SECURITIES HOLDINGS, LLCSOLE MEMBER
BEATON, DANIEL STEWARTFINOP4240769
MYERS, MATT ALLANPRESIDENT / CCO344182

Disclosures


Regulatory Event1

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


JVM SECURITIES, LLC

CRD#: 290327

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