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JC

James F. Croft

LUMENT SECURITIES
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 2148025
JC

Professional summary


James Francis Croft, who also goes by Jim Croft, is a registered financial professional currently at LUMENT SECURITIES, LLC located in Columbus, Ohio.

James is registered as a RR (Registered Representative) and started their career in finance in 1992. James has worked at 3 firms and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Croft

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 James Francis Croft'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 2, 2000 - Present

LUMENT SECURITIES, LLC

Office #1: 10 West Broad Street 8th Floor, Columbus, OH 43215
BD
CRD#: 14840
Columbus, OH
Past

April 1, 1999 - October 2, 2000

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

January 16, 1992 - April 1, 1999

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 27267
COLUMBUS, OH

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
Ohio
(10/2/2000)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/11/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


LS
LUMENT SECURITIES, LLC
LUMENT SECURITIES | RED CAPITAL MARKETS, LLC | RED CAPITAL MARKETS, INC. | PROVIDENT SECURITIES & INVESTMENT COMPANY | OREC SECURITIES, LLC | LUMENT SECURITIES, LLC

CRD#: 14840 / SEC#: , 8-31175

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


Main Address
10 West Broad Street 8th Floor, Columbus, OH 43215
Mailing Address
10 West Broad Street 8th Floor, Columbus, OH 43215
Phone number
(614) 857-1600
Established
Delaware since 05/06/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# 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#
LUMENT REAL ESTATE CAPITAL HOLDINGS, LLCSHAREHOLDER
CROFT, JAMES FRANCISCHAIRMAN, BOARD OF MANAGERS2148025
KIRKWOOD, ROBERT THOMASCHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS6025468
MAINELLI, KEVIN JOSEPHMANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER1751991
SMITH, MARY AGNESCHIEF FINANCIAL OFFICER AND FINOP2498307

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


LUMENT SECURITIES, LLC

CRD#: 14840Columbus, OH 43215

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