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EW

Elizabeth J. Ward

EXCHANGERIGHT SECURITIES
Pasadena, CA 91106
Some features on this profile are disabled
CRD#: 2179928
EW

Professional summary

Elizabeth Jane Ward, who also goes by Betsy Mcmenimen, Elizabeth Jane Mcmenimen, Betsy Ward, is a registered financial professional currently at EXCHANGERIGHT SECURITIES, LLC located in Pasadena, California.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1997. Elizabeth has worked at 14 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Betsy Mcmenimen | Elizabeth Jane Mcmenimen | Betsy Ward

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 Elizabeth Jane Ward'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

January 8, 2026 - Present

EXCHANGERIGHT SECURITIES, LLC

Office #1: 1055 E. Colorado Blvd, Suite 3130, Pasadena, CA 91106
BD
CRD#: 283430
Pasadena, CA
Past

January 3, 2023 - December 31, 2025

CRESCENT SECURITIES GROUP, INC.

BD
CRD#: 114993
PLANO, TX
Past

September 6, 2019 - December 14, 2022

THE M & A GROUP LLC

BD
CRD#: 144909
STILLWATER, MN
Past

June 28, 2017 - August 15, 2019

JCC CAPITAL MARKETS, LLC

BD
CRD#: 146776
LAGUNA NIGUEL, CA
Past

September 26, 2016 - January 20, 2017

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

BD
CRD#: 153322
PORTSMOUTH, NH
Past

April 24, 2015 - April 26, 2016

EMERSON EQUITY LLC

BD
CRD#: 130032
MINNEAPOLIS, MN
Past

November 15, 2013 - October 8, 2014

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
LAKE ELMO, MN
Past

September 4, 2013 - November 13, 2013

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
GOLDEN VALLEY, MN
Past

November 1, 2012 - June 7, 2013

AEI SECURITIES, INC.

BD
CRD#: 6158
ST. PAUL, MN
Past

July 24, 2002 - December 19, 2003

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

November 3, 2000 - October 30, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

February 10, 1999 - September 5, 2000

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

July 9, 1998 - January 15, 1999

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

April 22, 1997 - June 3, 1998

AMERIPRIME FINANCIAL SECURITIES, INC.

BD
CRD#: 38183
SOUTHLAKE, TX

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
California
(1/8/2026)
RR
Florida
(1/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/16/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/30/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/21/1997
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EXCHANGERIGHT SECURITIES, LLC
EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430 / SEC#: , 8-69753

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

Main Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Mailing Address
1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106
Phone number
(626) 564-1031
Established
California since 01/06/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
EXCHANGERIGHT HOLDINGS, LLCOWNER
DRYDEN, SUSANA KAYCHIEF COMPLIANCE OFFICER, MANAGING MEMBER5327906
THOMAS, WARREN JESSE MCEWINPRESIDENT, MANAGING MEMBER2299254
THORNTON, STEVEN LEEFINOP4496384
UNGERECHT, JOSHUA PAULCEO, MANAGING MEMBER5183573

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

EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430Pasadena, CA 91106

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