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JL

Joseph J. Lamanna

BRIGHTHOUSE SECURITIES
Charlotte, NC
Some features on this profile are disabled
CRD#: 2586601
JL

Professional summary


Joseph J Lamanna, who also goes by Joseph J Lamanna Jr., Joseph John Lamanna, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1995. Joseph has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph J Lamanna Jr. | Joseph John Lamanna

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 J Lamanna's 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 6, 2019 - Present

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Charlotte, NC
Past

November 23, 2016 - May 23, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

January 22, 2016 - July 7, 2016

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROCHESTER, NY
Past

November 7, 2014 - November 10, 2015

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Rochester, NY
Past

January 31, 2014 - November 6, 2014

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
FAIRPORT, NY
Past

September 23, 2013 - November 6, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FAIRPORT, NY
Past

January 7, 2013 - September 3, 2013

FIVE STAR INVESTMENT SERVICES, INC.

BD
CRD#: 101840
BROCKPORT, NY
Past

April 1, 2011 - January 10, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ROCHESTER, NY
Past

April 1, 2011 - January 10, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ROCHESTER, NY
Past

June 14, 2010 - April 11, 2011

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
BROCKPORT, NY
Past

November 6, 2009 - April 11, 2011

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
BROCKPORT, NY
Past

April 19, 2002 - October 21, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
PITTSFORD, NY
Past

June 26, 1998 - July 29, 1999

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

October 14, 1997 - June 11, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

February 16, 1995 - July 1, 1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 16, 1995 - July 1, 1997

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
Montana
(6/6/2019)
RR
New Mexico
(10/30/2024)
RR
New York
(6/10/2019)
RR
North Carolina
(6/10/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/11/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

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


Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

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


BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300Charlotte, NC

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