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LT

Lawrence M. Thomas

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CRD#: 1777286
LT

Professional summary


Lawrence Marshall Thomas was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Lawrence is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Lawrence had worked at 7 firms, which includes ESSEX SECURITIES LLC, BROOKLIGHT PLACE SECURITIES INC., WOODBURY FINANCIAL SERVICES INC., OSAIC WEALTH INC., SUN LIFE FINANCIAL DISTRIBUTORS INC., HORNOR TOWNSEND & KENT LLC, CARILLON INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Thomas

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 15, 2014 - September 2, 2015

ESSEX SECURITIES LLC

BD
CRD#: 46605
N. Attleboro, MA
Past

May 23, 2013 - April 30, 2014

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
NORTH ATTLEBORO, MA
Past

January 21, 2005 - January 9, 2013

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
NORTH ATTLEBORO, MA
Past

February 27, 1996 - January 26, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 30, 1995 - June 20, 1995

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

September 15, 1988 - December 13, 1994

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

March 9, 1988 - September 19, 1988

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646

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: 3/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ES
ESSEX SECURITIES LLC
EASTERN POINT DISTRIBUTORS, LLC | INVESTORS MARKETING WHOLESALE SERVICES | INVESTORS MARKETING SERVICES | FIRST ESSEX SECURITIES, LLC. | ESSEX SECURITIES LLC

CRD#: 46605 / SEC#: , 8-51472

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


Main Address
95 Christopher Columbus Dr Suite 16-11, Jersey City, NJ 07302
Mailing Address
Po Box 3602, Jersey City, NJ 07303-3602
Phone number
(201) 777-7121
Established
Massachusetts since 12/27/1994
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#
ES GROUP, INCOWNER
BEATON, DANIEL STEWARTFINOPS4240769
GUPTA, PRAKASHCHIEF EXECUTIVE OFFICER5784605
SHEPETIN, LLOYD ECHIEF COMPLIANCE OFFICER1263121

Disclosures


Regulatory Event3

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


ESSEX SECURITIES LLC

CRD#: 46605

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