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JL

Joseph T. Ledrew

TRADIER BROKERAGE
Charlotte, NC 28277
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CRD#: 2513656
JL

Professional summary


Joseph Theodore Ledrew, who also goes by Joseph T Ledrew, is a registered financial professional currently at TRADIER BROKERAGE, INC. located in Charlotte, North Carolina.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1994. Joseph has worked at 11 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph T Ledrew

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 Joseph Theodore Ledrew'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

June 7, 2017 - Present

TRADIER BROKERAGE, INC.

Office #1: 3420 Toringdon Way Suite 300, Charlotte, NC 28277Office #2: 3420 Toringdon Way Suite 300, Charlotte, NC 28277
BD
CRD#: 104982
Charlotte, NC
Past

September 3, 2015 - April 11, 2016

VYGR DIGITAL SECURITIES, LLC

BD
CRD#: 148019
RALEIGH, NC
Past

December 12, 2003 - June 21, 2017

PINNACLE CAPITAL MARKETS, LLC

BD
CRD#: 119606
RALEIGH, NC
Past

March 19, 2003 - June 30, 2003

NT SECURITIES LLC

BD
CRD#: 45694
CHICAGO, IL
Past

May 8, 2002 - May 14, 2002

BERTRAM SAMUEL SECURITIES, LLC

BD
CRD#: 111183
BOWLING GREEN, KY
Past

August 29, 2001 - November 19, 2001

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
PLANTATION, FL
Past

July 5, 2000 - September 18, 2001

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

March 16, 2000 - June 15, 2000

SUMMIT TRADING, INC.

BD
CRD#: 43160
HOUSTON, TX
Past

June 14, 1999 - April 10, 2000

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

March 7, 1995 - July 16, 1998

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

September 12, 1994 - June 13, 1995

PENN CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 10640
PITTSBURGH, PA
Past

August 22, 1994 - September 2, 1994

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
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
Alabama
(8/9/2017)
RR
Alaska
(8/9/2017)
RR
Arizona
(8/23/2017)
RR
Arkansas
(8/9/2017)
RR
California
(8/9/2017)
RR
Colorado
(6/7/2017)
RR
Connecticut
(6/8/2017)
RR
Delaware
(8/9/2017)
RR
District of Columbia
(6/7/2017)
RR
Florida
(6/7/2017)
RR
Georgia
(8/9/2017)
RR
Hawaii
(8/9/2017)
RR
Idaho
(8/9/2017)
RR
Illinois
(6/8/2017)
RR
Indiana
(8/9/2017)
RR
Iowa
(8/9/2017)
RR
Kansas
(8/9/2017)
RR
Kentucky
(8/9/2017)
RR
Louisiana
(6/7/2017)
RR
Maine
(6/9/2017)
RR
Maryland
(6/7/2017)
RR
Massachusetts
(8/9/2017)
RR
Michigan
(8/9/2017)
RR
Minnesota
(8/9/2017)
RR
Mississippi
(8/9/2017)
RR
Missouri
(8/9/2017)
RR
Montana
(8/9/2017)
RR
Nebraska
(8/9/2017)
RR
Nevada
(6/27/2017)
RR
New Hampshire
(8/9/2017)
RR
New Jersey
(8/9/2017)
RR
New Mexico
(8/9/2017)
RR
New York
(8/9/2017)
RR
North Carolina
(8/9/2017)
RR
North Dakota
(8/9/2017)
RR
Ohio
(6/8/2017)
RR
Oklahoma
(8/9/2017)
RR
Oregon
(8/9/2017)
RR
Pennsylvania
(8/9/2017)
RR
Puerto Rico
(8/24/2021)
RR
Rhode Island
(8/9/2017)
RR
South Carolina
(8/9/2017)
RR
South Dakota
(8/9/2017)
RR
Tennessee
(8/9/2017)
RR
Texas
(8/9/2017)
RR
Utah
(8/9/2017)
RR
Vermont
(8/9/2017)
RR
Virginia
(8/9/2017)
RR
Washington
(8/9/2017)
RR
West Virginia
(8/9/2017)
RR
Wisconsin
(8/9/2017)
RR
Wyoming
(8/9/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/14/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 7/7/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TB
TRADIER BROKERAGE, INC.
ROBBINS SECURITIES, INC. | TRADIER BROKERAGE, INC.

CRD#: 104982 / SEC#: , 8-52972

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


Main Address
3420 Toringdon Way Suite 300, Charlotte, NC 28277
Mailing Address
3420 Toringdon Way Suite 300, Charlotte, NC 28277
Phone number
(980) 272-3880
Established
Illinois since 09/17/1993
Firm type
Corporation
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#
TRADIER, INC.SHAREHOLDER
BENDER, STEVEN CHRISTOPHERFINOP2650187
LAPTEWICZ, PETER ANDREWPRESIDENT5257627
LEE, PAUL HYUN SEUNGCCO2476746
LEE, PAUL HYUN SEUNGCOO2476746
LEPORE, CHRISTOPHER JAMESROSFP4787660

Disclosures


Regulatory Event1

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


TRADIER BROKERAGE, INC.

CRD#: 104982Charlotte, NC 28277

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