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DL

Douglas C. Lamb

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CRD#: 2550574
DL

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.

Douglas Charles Lamb, who also goes by Douglas C Lamb, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1995. Douglas had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Douglas C Lamb

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

December 6, 2016 - January 2, 2025

COVA CAPITAL PARTNERS LLC

BD
CRD#: 109761
SYOSSET, NY
Past

January 13, 2014 - December 31, 2015

FINANCIAL AMERICA SECURITIES, INC.

BD
CRD#: 5100
CLEVELAND, OH
Past

September 24, 2012 - January 7, 2014

HENNION & WALSH, INC.

BD
CRD#: 25766
BEACHWOOD, OH
Past

March 2, 2009 - August 31, 2012

FINTEGRA, LLC

BD
CRD#: 16741
MAYFIELD HEIGHTS, OH
Past

December 1, 2005 - March 2, 2009

SANDERS MORRIS LLC

BD
CRD#: 20580
BEACHWOOD, OH
Past

February 6, 2003 - December 13, 2005

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

April 11, 1997 - February 4, 2003

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

September 25, 1995 - April 11, 1997

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

April 28, 1995 - September 25, 1995

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL

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: 5/31/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
COVA CAPITAL PARTNERS LLC
ALERE FINANCIAL | VENTURE CAPITAL CROSS | GREGORY O'CONNOR AND ASSOCIATES, LLC | COVA CAPITAL PARTNERS LLC | BANNOCKBURN PARTNERS, LLC | APEX MILLENNIUM GROUP, LLC

CRD#: 109761 / SEC#: , 8-53105

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


Main Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Mailing Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Phone number
(917) 398-3033
Established
New York since 06/15/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 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#
AVCO CAPITAL CORP.OWNER
GIBSTEIN, EDWARD TAYLORCHIEF EXECUTIVE OFFICER ("CEO"), HEAD OF INVESTMENT BANKING1197295
STOUBER, RANDYFINOP1104531
WALKER, PATRICK THOMASCCO2107798

Disclosures


Regulatory Event2

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


COVA CAPITAL PARTNERS LLC

CRD#: 109761

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