AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LD

Lawrence R. Dugo

Some features on this profile are disabled
CRD#: 2555823
LD

Professional summary


Lawrence Richard Dugo was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Lawrence is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Lawrence had worked at 10 firms, which includes VFINANCE INVESTMENTS INC, YANKEE FINANCIAL GROUP INC., SALOMON GREY FINANCIAL CORPORATION, EMMETT A LARKIN COMPANY INC., LCP CAPITAL CORP., SHAMROCK PARTNERS LTD, J.P. TURNER & COMPANY L.L.C., MEYERS POLLOCK ROBBINS INC., R.D. WHITE & CO. INC., A.S. GOLDMEN & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 17, 2002 - August 12, 2002

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

December 7, 2001 - June 5, 2002

YANKEE FINANCIAL GROUP, INC.

BD
CRD#: 17966
MELVILLE, NY
Past

November 18, 1999 - November 16, 2001

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

July 11, 1999 - October 12, 1999

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

December 8, 1998 - June 10, 1999

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

June 17, 1998 - December 31, 1998

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

July 21, 1997 - May 18, 1998

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

April 17, 1997 - July 1, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

July 1, 1996 - February 25, 1997

R.D. WHITE & CO., INC.

BD
CRD#: 7011
NEW YORK, NY
Past

November 9, 1995 - May 2, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ

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: 10/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 9/18/1995
Corporate Securities Limited Representative Examination

Current Firm


VI
VFINANCE INVESTMENTS, INC
FIRST LEVEL CAPITAL, INC. | VFINANCE INVESTMENTS, INC | NEW WAVE SECURITIES, INC.

CRD#: 44962 / SEC#: , 8-50898

BD
Terminated by SEC on 05/11/2018
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/14/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VFINANCE INVESTMENTS HOLDINGSSHAREHOLDER
GROENEVELD, WILLIAM LAWRENCEHEAD TRADER, PRESIDENT, CEO2127534
GROENEVELD, WILLIAM LAWRENCEDIRECTOR2127534
JOHNSON, KAY ALISONCCO1583193
KNOPF, FRED NGENERAL COUNSEL6390806
MULLEN, MICHAEL ANTHONYDIRECTOR1428116
WATSON, NATALIA TOVARFINOP/CFO4782735

Disclosures


Regulatory Event27
Arbitration6

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


VFINANCE INVESTMENTS, INC

CRD#: 44962

TRUST BUT VERIFY

Monitor Lawrence Dugo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics