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BA

Blanchemarie Arhakoslalima

CRD# 1721403·Registered 2011 - 2019
Previously Registered: Being a previously registered professional could mean that Blanchemarie 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.

Professional Summary

Blanchemarie Arhakoslalima, who also goes by Blanche Lalima, was a registered financial advisor. Blanchemarie was a previously registered financial professional and started their career in finance 2011 - 2019. Blanchemarie had worked at 3 firms and has passed the Series 27 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Blanche Lalima

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

PWP SECURITIES LLC·CRD# 171349
BD
Darien, CT
December 22, 2015 - November 22, 2019
NATIONAL SECURITIES CORPORATION·CRD# 7569
BD
New York, NY
April 4, 2012 - August 6, 2020
FAGENSON & CO., INC.·CRD# 1781
BD
New York, NY
June 10, 2011 - April 27, 2012

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Current Firm

PS
PWP SECURITIES LLC

FALLLINE SECURITIES LLC | PWP SECURITIES LLC

CRD#: 171349 / SEC#: 8-69456
BD
Terminated by SEC on 01/21/2020

Contact Information

Established

Delaware since 03/04/2014

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
PRIVATE WEALTH PARTNERS LLCMEMBER—
ARHAKOSLALIMA, BLANCHEMARIEFINOP1721403
RUHLIN, PETER ERICPRESIDENT, CFO, POO5521744
SCHNIER, DAVID JASONCHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER/CHIEF AML OFFICER5110928

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 27 — Financial and Operations Principal Examination

Passed Jun 2011About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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BA
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