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AV

Adrian Velazquez

SRT SECURITIES LLC
BIRMINGHAM, MI 48009
Some features on this profile are disabled
CRD#: 2066628
AV

Professional summary


Adrian Velazquez is a registered financial professional currently at SRT SECURITIES LLC located in Birmingham, Michigan.

Adrian is registered as a RR (Registered Representative) and started their career in finance in 2004. Adrian has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 3, Series 7 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 Adrian Velazquez's 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 14, 2020 - Present

SRT SECURITIES LLC

Office #1: 416 Hawthorne Street, Birmingham, MI 48009
BD
CRD#: 33725
BIRMINGHAM, MI
Past

May 3, 2019 - October 19, 2020

X-CHANGE FINANCIAL ACCESS, LLC

BD
CRD#: 126201
CHICAGO, IL
Past

February 25, 2019 - May 2, 2019

LAKESHORE SECURITIES, L.P.

BD
CRD#: 34381
CHICAGO, IL
Past

December 2, 2013 - February 20, 2019

X-CHANGE FINANCIAL ACCESS, LLC

BD
CRD#: 126201
CHICAGO, IL
Past

August 22, 2007 - November 29, 2013

CTC XS, LLC

BD
CRD#: 139078
CHICAGO, IL
Past

March 8, 2007 - March 8, 2007

CTC, LLC

BD
CRD#: 44597
CHICAGO, IL
Past

February 1, 2005 - March 5, 2007

CTC, LLC

BD
CRD#: 44597
CHICAGO, IL
Past

April 27, 2004 - January 10, 2005

TD OPTIONS LLC

BD
CRD#: 119855
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: 10/3/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA

Current Firm


SS
SRT SECURITIES LLC
ISRAEL A. ENGLANDER & CO., INC. | SRT SECURITIES LLC | ISRAEL A. ENGLANDER & CO., LLC

CRD#: 33725 / SEC#: , 8-34415

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


Main Address
416 Hawthorne Street, Birmingham, MI 48009
Mailing Address
416 Hawthorne Street, Birmingham, MI 48009
Phone number
(917) 282-4757
Established
Delaware since 05/24/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SRT SECURITIES INC.MEMBER
FRUCHTER, MICHAEL ALANCFO/FINANCIAL & OPERATIONS PRINCIPAL4202965
TOBIAS, STEPHEN RORYPRESIDENT, CCO, S.R.O.P. & C.R.O.P.1267337

Disclosures


Regulatory Event24

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SRT SECURITIES LLC

CRD#: 33725Birmingham, MI 48009

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