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LB

Laura A. Brown

COMPASS POINT RESEARCH & TRADING
Washington, DC 20007
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CRD#: 2396952
LB

Professional summary


Laura Ann Brown, who also goes by Laura Brown, Laura A Lang, Laura Ann Lang, is a registered financial professional currently at COMPASS POINT RESEARCH & TRADING, LLC located in Washington, District Of Columbia.

Laura is registered as a RR (Registered Representative) and started their career in finance in 1993. Laura has worked at 4 firms and has passed the Series 63, Series 87, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura Brown | Laura A Lang | Laura Ann Lang

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 Laura Ann Brown'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 5, 2018 - Present

COMPASS POINT RESEARCH & TRADING, LLC

Office #1: 1055 Thomas Jefferson St., Nw, Suite 303, Washington, DC 20007
BD
CRD#: 126258
Washington, DC
Past

April 11, 2017 - April 18, 2017

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
ARLINGTON, VA
Past

September 5, 2003 - January 11, 2017

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

September 26, 2000 - March 17, 2003

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA
Past

July 21, 1999 - September 26, 2000

FBR INVESTMENT SERVICES, INC.

BD
CRD#: 43442
ARLINGTON, VA
Past

November 2, 1993 - July 14, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
District of Columbia
(10/5/2018)
RR
New York
(10/5/2018)
RR
Virginia
(12/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CP
COMPASS POINT RESEARCH & TRADING, LLC
COMPASS POINT | COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258 / SEC#: , 8-65866

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


Main Address
1055 Thomas Jefferson Street, Nw Suite 303, Washington, DC 20007
Mailing Address
1055 Thomas Jefferson Street, Nw Suite 303, Washington, DC 20007
Phone number
(202) 540-7300
Established
Delaware since 01/25/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 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#
SOONER HOLDINGS, LLCHOLDING COMPANY
DOERR, MANDY MULLERFINANCIAL AND OPERATIONS PRINCIPAL (FINOP)4988605
DREYER, SCOTT ERICEXECUTIVE CHAIRMAN717434
GRANT, KEVIN STEWARTCHIEF COMPLIANCE OFFICER6383394
HAYES, BURKE FROST JRCEO3211858
NEALON, CHRISTOPHER ALLENCHIEF OPERATING OFFICER2447167
NICOLL, ROBERT ANDREWMEMBER2826685
SHEEDY, THOMAS WILLIAMMEMBER1777044

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


COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258Washington, DC 20007

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