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SL

Stephen F. Lent

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CRD#: 1609054
SL

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.

Stephen Francis Lent, who also goes by Stephen France Lent, Stephen Frances Lent, Steve Lent, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1987. Stephen had worked at 11 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen France Lent | Stephen Frances Lent | Steve Lent

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

June 18, 1997 - July 2, 1997

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

April 17, 1997 - June 10, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 14, 1995 - October 6, 1995

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

March 16, 1995 - July 14, 1995

RAFFENSPERGER, HUGHES & CO., INC.

BD
CRD#: 699
INDIANAPOLIS, IN
Past

January 17, 1995 - January 27, 1995

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

November 15, 1993 - March 10, 1994

SOCIETY INVESTMENTS, INC.

BD
CRD#: 17656
Past

July 31, 1993 - September 24, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 12, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 4, 1990 - February 26, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 30, 1988 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

July 17, 1987 - October 3, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

March 24, 1987 - July 16, 1987

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675

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: 5/6/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CE
CITISTREET EQUITIES LLC
CITISTREET EQUITIES LLC | H. C. COPELAND AND ASSOCIATES EQUITIES, INC. | COPELAND EQUITIES, INC. | COPELAND EQUITIES LLC

CRD#: 7447 / SEC#: , 8-21009

BD
Terminated by SEC on 06/24/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CITISTREET, LLCSOLE MEMBER OF APPLICANT
BELLO, PATRICK JAMESPRESIDENT, DIRECTOR2014667
FAMULARO, JAMES RAFFAELE JRTREASURER, FINOP, DIRECTOR2408335
SHAPIRO-SMITH, LYNNE CCHIEF COMPLIANCE OFFICER, DIRECTOR1906512

Disclosures


Regulatory Event3
Arbitration1
Bond1

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


CITISTREET EQUITIES LLC

CRD#: 7447

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