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LP

Lisa Y. Pope

CTC
Chicago, IL 60605
Some features on this profile are disabled
CRD#: 2200264
LP

Professional summary


Lisa Yvette Pope, who also goes by Lisa Yvette Zelaya, is a registered financial professional currently at CTC, LLC located in Chicago, Illinois.

Lisa is registered as a RR (Registered Representative) and started their career in finance in 1992. Lisa has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 3 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lisa Yvette Zelaya

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 Lisa Yvette Pope's 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

June 9, 2011 - Present

CTC, LLC

Office #1: 425 S. Financial Place 4th Floor, Chicago, IL 60605Office #2: 425 S. Financial Place 4th Floor, Chicago, IL 60605
BD
CRD#: 44597
Chicago, IL
Past

December 6, 2012 - December 12, 2013

CTC XS, LLC

BD
CRD#: 139078
CHICAGO, IL
Past

August 3, 1995 - October 20, 1997

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

June 10, 1994 - April 5, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 10, 1992 - August 25, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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: 7/19/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 12/20/2024
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CL
CTC, LLC
CTC L.L.C. | CTC, LLC

CRD#: 44597 / SEC#: , 8-50758

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


Main Address
425 S. Financial Place 4th Floor, Chicago, IL 60605
Mailing Address
425 S. Financial Place 4th Floor, Chicago, IL 60605
Phone number
(312) 863-8000
Established
Illinois since 01/02/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CTC TRADING GROUP, L.L.C.SOLE MEMBER
ESTELL, BRETT MATTHEWPRESIDENT4568030
KIM, ALBERT JINWOOCHIEF COMPLIANCE OFFICER6183300
POPE, LISA YVETTEFINOP, PFO, POO2200264

Disclosures


Regulatory Event18

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


CTC, LLC

CRD#: 44597Chicago, IL 60605

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