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KM

Kevin J. Mainelli

LUMENT SECURITIES
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 1751991
KM

Professional summary


Kevin Joseph Mainelli is a registered financial professional currently at LUMENT SECURITIES, LLC located in Columbus, Ohio.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1988. Kevin has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 24, Series 27 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) - BD


Click below to view Kevin Joseph Mainelli's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 10, 2000 - Present

LUMENT SECURITIES, LLC

Office #1: 10 West Broad Street 8th Floor, Columbus, OH 43215
BD
CRD#: 14840
Columbus, OH
Past

November 27, 2017 - January 2, 2019

LANCASTER POLLARD & CO., LLC

BD
CRD#: 24110
COLUMBUS, OH
Past

July 1, 1999 - October 6, 2000

MOUNTAINVIEW SECURITIES, LLC

BD
CRD#: 7882
DENVER, CO
Past

April 1, 1999 - May 19, 1999

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

February 18, 1994 - April 1, 1999

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 27267
COLUMBUS, OH
Past

September 20, 1988 - January 20, 1994

FIRSTIER SECURITIES, INC.

BD
CRD#: 17714

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(1/31/2022)
RR
California
(2/6/2001)
RR
Colorado
(2/11/2014)
RR
Connecticut
(2/11/2014)
RR
Delaware
(2/11/2014)
RR
District of Columbia
(10/10/2000)
RR
Florida
(2/11/2014)
RR
Georgia
(2/11/2014)
RR
Illinois
(10/10/2000)
RR
Indiana
(2/11/2014)
RR
Maryland
(2/11/2014)
RR
Massachusetts
(2/11/2014)
RR
Michigan
(2/11/2014)
RR
Minnesota
(2/11/2014)
RR
Missouri
(3/1/2022)
RR
Nebraska
(11/3/2020)
RR
New Hampshire
(2/11/2014)
RR
New Jersey
(11/30/2001)
RR
New Mexico
(3/10/2022)
RR
New York
(2/6/2001)
RR
North Carolina
(2/11/2014)
RR
Ohio
(10/10/2000)
RR
Oklahoma
(2/11/2014)
RR
Oregon
(2/11/2014)
RR
Pennsylvania
(2/11/2014)
RR
Puerto Rico
(3/16/2022)
RR
South Dakota
(3/9/2022)
RR
Texas
(10/10/2000)
RR
Utah
(2/11/2014)
RR
Vermont
(2/7/2019)
RR
Virginia
(10/11/2000)
RR
Washington
(2/11/2014)
RR
Wisconsin
(2/11/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 1/19/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LUMENT SECURITIES, LLC
LUMENT SECURITIES | RED CAPITAL MARKETS, LLC | RED CAPITAL MARKETS, INC. | PROVIDENT SECURITIES & INVESTMENT COMPANY | OREC SECURITIES, LLC | LUMENT SECURITIES, LLC

CRD#: 14840 / SEC#: , 8-31175

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


Main Address
10 West Broad Street 8th Floor, Columbus, OH 43215
Mailing Address
10 West Broad Street 8th Floor, Columbus, OH 43215
Phone number
(614) 857-1600
Established
Delaware since 05/06/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 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#
LUMENT REAL ESTATE CAPITAL HOLDINGS, LLCSHAREHOLDER
CROFT, JAMES FRANCISCHAIRMAN, BOARD OF MANAGERS2148025
KIRKWOOD, ROBERT THOMASCHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS6025468
MAINELLI, KEVIN JOSEPHMANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER1751991
SMITH, MARY AGNESCHIEF FINANCIAL OFFICER AND FINOP2498307

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


LUMENT SECURITIES, LLC

CRD#: 14840Columbus, OH 43215

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