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EC

Eugene D. Catrambone

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CRD#: 2108628
EC

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.

Eugene Dominic Catrambone JR, who also goes by Eugene Catrambone, Gene Catrambone, was a registered financial professional .

Eugene is a previously registered financial professional and started their career in finance in 1990. Eugene had worked at 14 firms and has passed the Series 66, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eugene Catrambone | Gene Catrambone

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

April 24, 2014 - November 14, 2014

IV LIONS LLC

RIA
CRD#: 166339
MILL VALLEY, CA
Past

May 20, 2011 - May 9, 2012

UNION CAPITAL COMPANY

RIA
CRD#: 110301
WEST LAKE VILLAGE, CA
Past

April 30, 2007 - June 1, 2009

TD AMERITRADE, INC.

RIA
CRD#: 7870
SANTA BARBARA, CA
Past

April 30, 2007 - June 1, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SANTA BARBARA, CA
Past

March 9, 2007 - June 1, 2009

TD AMERITRADE, INC.

BD
CRD#: 7870
SANTA BARBARA, CA
Past

February 15, 2005 - June 22, 2005

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

January 11, 2005 - February 18, 2005

GOLDEN BENEFICIAL SECURITIES CORPORATION

BD
CRD#: 48029
HOUSTON, TX
Past

February 7, 2001 - January 27, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

October 29, 1999 - January 2, 2001

WEST AMERICA SECURITIES CORP

BD
CRD#: 35035
LAS VEGAS, NV
Past

April 14, 1999 - October 1, 1999

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

June 26, 1997 - January 14, 1999

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

August 8, 1994 - June 3, 1997

CASTLE SECURITIES CORP.

BD
CRD#: 16077
FREEPORT, NY
Past

January 1, 1994 - July 26, 1994

REYNOLDS KENDRICK STRATTON, INC.

BD
CRD#: 10414
Past

August 9, 1993 - May 25, 1994

AMERINATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 27986
Past

June 5, 1991 - November 3, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 19, 1990 - May 24, 1991

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021

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
IAR
Series 66
Date: 4/27/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 6/2/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


IL
IV LIONS LLC
IV LIONS LLC | IV LIONS WEALTH ADVISORY LLC

CRD#: 166339 / SEC#:

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Contact information


Main Address
Mill Valley, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


IV LIONS LLC

CRD#: 166339

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