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Elizabeth A. Mcmahon

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CRD#: 2191678
EM

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.

Elizabeth Ann Mcmahon was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 1992. Elizabeth had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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)


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

July 23, 2001 - December 31, 2002

LEONARD SECURITIES, INC

BD
CRD#: 43176
OKLAHOMA CITY, OK
Past

April 3, 2001 - February 10, 2004

PRITCHARD CAPITAL PARTNERS, LLC

BD
CRD#: 100480
COVINGTON, LA
Past

April 18, 1999 - March 16, 2001

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

May 1, 1997 - February 19, 1999

AMERICA FIRST ASSOCIATES CORP.

BD
CRD#: 38245
STEWART MANOR, NY
Past

March 1, 1996 - April 28, 1997

BROOKEHILL CAPITAL PARTNERS LIMITED

BD
CRD#: 7966
WESTPORT, CT
Past

January 28, 1995 - February 12, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 21, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

June 22, 1992 - September 8, 1993

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

April 21, 1992 - June 24, 1992

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, 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
IAR
Series 65
Date: 9/21/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LS
LEONARD SECURITIES, INC
LEONARD SECURITIES, INC

CRD#: 43176 / SEC#: , 8-50167

BD
Terminated by SEC on 02/20/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 02/06/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SAVAGE, ROBERT LEONARDCHIEF COMPLIANCE OFFICER815336
SAVAGE, ROBERT LEONARDPRESIDENT815336
ABOUD, DAVID FERRISEXECUTIVE VICE PRESIDENT1545223
SAVAGE, PHILIP LARIMORESHAREHOLDER
BASMAGY, JERARDFINANCIAL AND OPERATIONS PRINCIPAL1358181

Disclosures


Regulatory Event1
Arbitration1

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


LEONARD SECURITIES, INC

CRD#: 43176

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