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JL

Joseph M. Lydon

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CRD#: 1729909
JL

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.

Joseph Michael Lydon, who also goes by Joe Lydon, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1990. Joseph had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Lydon

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 17, 2013 - August 10, 2021

XTON FINANCIAL LLC

BD
CRD#: 132847
NEW YORK, NY
Past

May 2, 2012 - May 13, 2013

BESTVEST INVESTMENTS, LTD.

BD
CRD#: 40302
MEDIA, PA
Past

July 26, 2006 - July 16, 2010

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT
Past

January 26, 2001 - August 2, 2005

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

January 24, 2000 - January 2, 2001

ING FUNDS DISTRIBUTOR, INC.

BD
CRD#: 36461
WILMINGTON, DE
Past

March 11, 1996 - January 21, 2000

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

June 7, 1993 - April 17, 1995

FPS BROKER SERVICES, INC.

BD
CRD#: 25065
KING OF PRUSSIA, PA
Past

June 14, 1990 - September 15, 1995

DREMAN FINANCIAL SERVICES, INC.

BD
CRD#: 25625

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: 10/8/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


XF
XTON FINANCIAL LLC
E&E FINANCIAL SERVICES | ZETEO CAPITAL SERVICES, LLC | XTON FINANCIAL LLC | XTON FINANCIAL | TESSERA CAPITAL SERVICES LLC | TESSERA CAPITAL PARTNERS, LLC | IMMS | HUSTON ASSOCIATES | GOAL CONSULTING, LLC

CRD#: 132847 / SEC#: , 8-66643

BD
Terminated by SEC on 04/14/2024
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Contact information


Main Address
80 Broad Street 5th Floor, New York, NY, 10004
Mailing Address
Phone number
(917) 719-3807
Established
Delaware since 06/13/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
5

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MTRIA LLCMEMBER
BEAMAN, TERRESAFINOP1004038
MARTIN, DAVID JAINDLCEO/CCO, SOLE MANAGER5202659

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


XTON FINANCIAL LLC

CRD#: 132847

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