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Lance W. Shields Jr

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CRD#: 1996531
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.

Lance Williams Shields Jr JR., who also goes by Lance W Shields, Lance Williams Shields Jr, Lance Williams Shields Jr., Lance Williams Shields, Lance Shields, was a registered financial professional .

Lance is a previously registered financial professional and started their career in finance in 1996. Lance had worked at 7 firms and has passed the Series 63, Series 56, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lance W Shields | Lance Williams Shields Jr | Lance Williams Shields Jr. | Lance Williams Shields | Lance Shields

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

November 7, 2014 - January 2, 2015

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

June 6, 2014 - November 7, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

March 14, 2013 - April 18, 2013

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

July 17, 2009 - February 17, 2011

BRIGHT TRADING, LLC

BD
CRD#: 34702
HENDERSON, NV
Past

August 5, 2008 - June 18, 2009

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

August 31, 2006 - March 30, 2007

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

April 24, 2006 - July 26, 2006

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

March 11, 2003 - March 19, 2003

NEWEDGE USA, LLC

BD
CRD#: 36118
CHICAGO, IL
Past

December 6, 2000 - January 8, 2003

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

March 25, 1996 - March 20, 1998

TITLE SECURITIES, INC.

BD
CRD#: 30057
CHICAGO, IL

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: 2/20/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 56
Date: 3/15/2013
Proprietary Trader Qualification Examination
General Industry/Product Exam
RR
Series 55
Date: 2/1/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


TT
T3 TRADING GROUP, LLC
T3 TRADING GROUP, LLC | TITUS SECURITIES, LLC

CRD#: 154431 / SEC#: , 8-68639

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


Main Address
88 Pine Street 23rd Floor, New York, NY 10005
Mailing Address
88 Pine Street 23rd Floor, New York, NY 10005
Phone number
(646) 346-1700
Established
Delaware since 06/08/2010
Firm type
Limited Liability Company
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#
T3 COMPANIES, LLCMEMBER/OWNER
LI, XIAOYANPRINCIPAL FINANCIAL OFFICER4465893
LI, XIAOYANPRINCIPAL OPERATIONS OFFICER4465893
LI, XIAOYANFINOP4465893
MARQUIS, GARRET CHRISTIANCHEIF EXECUTIVE OFFICER3198686
PIKOWSKI, STEVENCHIEF COMPLIANCE OFFICER1562340
REDLER, SCOTT JASON JRCHIEF STRATEGIC OFFICER2680492

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


T3 TRADING GROUP, LLC

CRD#: 154431

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