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Ronald A. Lake

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CRD#: 2618585
RL

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.

Ronald Aaron Lake, who also goes by Ron Lake, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1991. Ronald had worked at 2 firms and has passed the Series 63, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Lake

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

September 1, 1995 - November 26, 2004

LAKE CAPITAL PARTNERS, INC.

BD
CRD#: 38596
GREENWICH, CT
Past

September 24, 1991 - June 28, 2019

LAKE PARTNERS,INC.

RIA
CRD#: 107504
GREENWICH, CT

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: 6/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LC
LAKE CAPITAL PARTNERS, INC.
LAKE CAPITAL PARTNERS, INC.

CRD#: 38596 / SEC#: , 8-48301

BD
Terminated by SEC on 01/25/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 02/08/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LAKE, FREDERICK CARYPRESIDENT, TREASURER, DIRECTOR, CO-CHAIRMAN, STOCKHOLDER719098
LAKE, RONALD AARONSECRETARY, CO-CHAIRMAN, DIRECTOR, STOCKHOLDER2618585

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


LAKE CAPITAL PARTNERS, INC.

CRD#: 38596

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