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LS

Lawrence C. Schmelzer

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CRD#: 1890520
LS

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.

Lawrence Clifford Schmelzer, who also goes by Larry Schmelzer, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1989. Lawrence had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Schmelzer

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

October 7, 1998 - December 31, 1999

LOMBARD SECURITIES INCORPORATED

BD
CRD#: 27954
BALTIMORE, MD
Past

April 7, 1993 - May 10, 1993

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

March 22, 1993 - April 16, 1998

NEXT ADVISORS INC.

BD
CRD#: 14612
GARFIELD HEIGHTS, OH
Past

February 14, 1991 - October 26, 1992

NEXT ADVISORS INC.

BD
CRD#: 14612
GARFIELD HEIGHTS, OH
Past

November 21, 1990 - March 4, 1991

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

August 17, 1989 - August 23, 1990

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 20, 1989 - July 13, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 6/8/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LS
LOMBARD SECURITIES INCORPORATED
LOMBARD SECURITIES INCORPORATED

CRD#: 27954 / SEC#: , 8-43340

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


Main Address
1820 Lancaster Street Second Floor, Baltimore, MD 21231
Mailing Address
1820 Lancaster Street, Baltimore, MD 21231
Phone number
(410) 342-1300
Established
Maryland since 07/25/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
REYNOLDS, EDWIN MAJOR JRDIRECTOR, SHAREHOLDER, FIRM PRINCIPAL374634
SOCHA, WILLIAM STEPHENCHIEF OPERATING OFFICER, OPERATIONS MANAGER, CROP, FINOP, DIRECTOR, SHAREHOLDER712323
FOX, CHARLES CURTISCO-CEO, DIRECTOR, AND SHAREHOLDER1201770
JONES, RUTH PORTERDIRECTOR AND SHAREHOLDER842232
PETER, EMIL IIISHAREHOLDER
SLAGLE, BRIAN LEEDIRECTOR AND SHAREHOLDER2895570
DONLAN WELKER, TERRY LYNNCHIEF COMPLIANCE OFFICER2825889
OATES, DONALD EUGENEDIRECTOR AND SHAREHOLDER1180250
SONNIER, EDWARD DAVID IIDIRECTOR AND SHAREHOLDER2479370

Disclosures


Regulatory Event4
Arbitration2
Bond4

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


LOMBARD SECURITIES INCORPORATED

CRD#: 27954

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