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RL

Ronald G. Lonergan

BBVA SECURITIES
New York, NY 10001
Some features on this profile are disabled
CRD#: 1981918
RL

Professional summary


Ronald Gerard Lonergan JR, who also goes by Ronald Lonergan, is a registered financial professional currently at BBVA SECURITIES INC. located in New York, New York.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 1989. Ronald has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald Lonergan

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 Ronald Gerard Lonergan JR'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 15, 2013 - Present

BBVA SECURITIES INC.

Office #1: 375 9th Avenue 9th Floor, New York, NY 10001Office #2: 375 9th Avenue 9th Floor, New York, NY, 10001
BD
CRD#: 27060
New York, NY
Past

January 2, 2013 - October 18, 2013

BB&T SECURITIES, LLC

BD
CRD#: 142785
RED BANK, NJ
Past

March 6, 2012 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RED BANK, NJ
Past

December 3, 2010 - January 3, 2012

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

October 19, 2009 - October 22, 2010

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

May 11, 2009 - October 6, 2009

UTENDAHL CAPITAL PARTNERS, L.P.

BD
CRD#: 30115
NEW YORK, NY
Past

May 11, 2009 - October 6, 2009

UTENDAHL CAPITAL GROUP, LLC

BD
CRD#: 113617
NEW YORK, NY
Past

March 14, 2002 - May 5, 2009

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

December 19, 2000 - April 24, 2002

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

June 17, 1993 - February 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 17, 1993 - February 26, 2002

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

August 15, 1989 - September 7, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
Alabama
(10/15/2013)
RR
Alaska
(8/1/2014)
RR
California
(10/15/2013)
RR
Colorado
(8/1/2014)
RR
Connecticut
(10/15/2013)
RR
Delaware
(10/15/2013)
RR
District of Columbia
(10/15/2013)
RR
Florida
(10/15/2013)
RR
Georgia
(10/15/2013)
RR
Illinois
(10/15/2013)
RR
Indiana
(8/1/2014)
RR
Iowa
(1/27/2016)
RR
Kansas
(1/13/2017)
RR
Maine
(10/15/2013)
RR
Maryland
(10/15/2013)
RR
Massachusetts
(10/15/2013)
RR
Michigan
(10/15/2013)
RR
Minnesota
(10/15/2013)
RR
Missouri
(10/15/2013)
RR
Nebraska
(1/27/2016)
RR
New Jersey
(10/15/2013)
RR
New York
(10/15/2013)
RR
Ohio
(10/15/2013)
RR
Oklahoma
(8/15/2014)
RR
Oregon
(10/15/2013)
RR
Pennsylvania
(10/15/2013)
RR
Texas
(10/15/2013)
RR
Virginia
(10/15/2013)
RR
Washington
(10/15/2013)
RR
Wisconsin
(10/15/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 3/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BBVA SECURITIES INC.
BBV LATINVEST SECURITIES INC. | LATINVEST SECURITIES INC. | INVERMEXICO USA, INC. | BBVA SECURITIES INC. | BBVA INVESTMENTS, A DIVISION OF BBVA SECURITIES INC. | BBV SECURITIES INC.

CRD#: 27060 / SEC#: , 8-42857

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


Main Address
375 9th Avenue 9th Floor, New York, NY, 10001
Mailing Address
375 9th Avenue 9th Floor, New York, NY, 10001
Phone number
(212) 728-1500
Established
Delaware since 03/13/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# 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#
BBVA USD INVESTMENTS, S.A.OWNER
ALARCON GONZALEZ, LUIS FRANCISCODIRECTOR7560286
CANGCUESTA, KRISTINE FAITHUS HEAD OF BSA/AML8096305
GIL HERNANDEZ, REGINADIRECTOR5774494
JENSEN, PETER EGELUNDDIRECTOR, CEO & MANAGING DIRECTOR, INSTITUTIONAL; CHAIRMAN OF THE BOARD2596069
MOSCARA, STEPHEN MICHAELDIRECTOR, EXECUTIVE VICE PRESIDENT AND FINOP4564002
MURPHY, COLIN AOPERATIONS PRINCIPAL INSTITUTIONAL4274816
NEEL, DAVID SULLIVAN JRCO-CCO, SENIOR VICE PRESIDENT, DIRECTOR OF RETAIL COMPLIANCE1884109
RAGHAVAN, PRIYADIRECTOR6485341
SCHUBERT, PHILIP MICHAELDIRECTOR5285568
SOHN, DONG BCHIEF FINANCIAL OFFICER5115452
SPINELLI, JOSEPH CHARLESCO-CCO, VICE PRESIDENT, HEAD OF INSTITUTIONAL COMPLIANCE2436743
SWAMMY, SARAH ALEXANDRADIRECTOR4010520

Disclosures


Regulatory Event10

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


BBVA SECURITIES INC.

CRD#: 27060New York, NY 10001

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