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LD

Lawrence M. Doyle

PRE-IPO STREET
SMITHTOWN, NY 11787
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CRD#: 2122159
LD
Lawrence Michael DoylePRE-IPO STREET

Professional summary


Lawrence Michael Doyle is a registered financial professional currently at PRE-IPO STREET INC. located in Smithtown, New York.

Lawrence is registered as a RR (Registered Representative) and started their career in finance in 2014. Lawrence has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.

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 Lawrence Michael Doyle'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

August 6, 2026 - Present

PRE-IPO STREET INC.

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 173426
SMITHTOWN, NY
Past

March 11, 2026 - March 25, 2026

WILLIAMS TRADING LLC

BD
CRD#: 43678
WESTPORT, CT
Past

March 22, 2019 - June 14, 2021

WILLIAMS TRADING LLC

BD
CRD#: 43678
WESTPORT, CT
Past

April 29, 2014 - February 19, 2019

SPOONHILL ASSET MANAGEMENT, INC.

BD
CRD#: 122377
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: 5/27/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PS
PRE-IPO STREET INC.
BAGBY FINANCIAL SERVICES | PRE-IPO STREET INC. | CROSS CURRENT CAPITAL, INC. | BAGBY FINANCIAL SERVICES, INC.

CRD#: 173426 / SEC#: , 8-69539

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


Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Phone number
(631) 595-5305
Established
Missouri since 11/22/1993
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BD 10, INC.100% OWNER OF APPLICANT
GIBBONS, GERALD MATTHEWCCO2447903
PEREYRA, ALVARO LUISCEO5578565
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER (PFO AND FINOP)6727189

Disclosures


Regulatory Event1

Red Flags


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Company Information


PRE-IPO STREET INC.

CRD#: 173426Smithtown, NY 11787

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