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SL

Sean F. Lawton

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CRD#: 2201192
SL

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.

Sean Frederick Lawton, who also goes by Sean F Lawton, was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 1992. Sean had worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean F Lawton

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

May 21, 2014 - January 24, 2023

WINDWARD CAPITAL INC.

BD
CRD#: 142245
Pennington, NJ
Past

April 25, 2003 - April 22, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PRINCETON, NJ
Past

January 30, 1996 - November 6, 2002

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

October 19, 1994 - December 10, 1994

A.J. MICHAELS & CO., LTD.

BD
CRD#: 19883
HAUPPAUGE, NY
Past

August 10, 1992 - September 22, 1994

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, 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: 3/6/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/11/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WC
WINDWARD CAPITAL INC.
KMHT SECURITIES, INC | WINWARD CAPITAL, INC. | WINDWARD CAPITAL, INC. | WINDWARD CAPITAL INC. | LEGACYTEXAS BROKER/DEALER, INC.

CRD#: 142245 / SEC#: , 8-67445

BD
Terminated by SEC on 09/12/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/13/2023
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
1435 CAPITAL MANAGEMENTDIRECT OWNER OF WINDWARD CAPITAL
CUCCIA, GARY JOHNFINOP1386493
PAVERMAN, MARK ELLIOTCHIEF COMPLIANCE OFFICER1046105

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


WINDWARD CAPITAL INC.

CRD#: 142245

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