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Daniel M. Coyle

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CRD#: 2663766
DC

Professional summary

Daniel Micheal Coyle JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Daniel had worked at 9 firms, which includes LLOYD SCOTT & VALENTI LTD., HAPOALIM SECURITIES USA INC., ROYCE INVESTMENT GROUP INC., SEABOARD SECURITIES INC., PACIFIC CONTINENTAL SECURITIES CORPORATION, LLOYD WADE SECURITIES INC., THE MALACHI GROUP INC., CASTLE SECURITIES CORP., L.B. SAKS INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dan Michael Coyle Jr | Danny Michael Coyle Jr

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

January 17, 2001 - March 30, 2001

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

October 29, 1999 - January 22, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

September 1, 1999 - October 29, 1999

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

November 18, 1998 - September 1, 1999

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

August 21, 1998 - December 15, 1998

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

June 18, 1998 - August 7, 1998

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

October 15, 1997 - June 19, 1998

THE MALACHI GROUP, INC.

BD
CRD#: 42320
ATLANTA, GA
Past

August 13, 1997 - September 4, 1997

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

May 12, 1997 - August 21, 1997

CASTLE SECURITIES CORP.

BD
CRD#: 16077
FREEPORT, NY
Past

December 22, 1995 - June 6, 1997

L.B. SAKS, INC.

BD
CRD#: 34070

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: 2/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/22/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 12/21/1995
Corporate Securities Limited Representative Examination

Current Firm

LS
LLOYD, SCOTT & VALENTI, LTD.
ESTOX.US | THE LAUREN GROUP, INCORPORATED | THE LAUREN FINANCIAL GROUP, INCORPORATED | LLOYD, SCOTT & VALENTI, LTD. | LLOYD, SCOTT & VALENTI, INC. | LAUREN, WATSON & COMPANY, INCORPORATED | LAUREN CAPITAL CORPORATION

CRD#: 23640 / SEC#: , 8-40615

BD
Terminated by SEC on 07/28/2004
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Contact information

Main Address
Mailing Address
Phone number
Established
Texas since 02/01/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
INFLOT HOLDINGS CORPORATIONSHAREHOLDER
LANEY, LUANNFINOP/SROP/CROP/MP1261793
MAYHEW, WILLIAM EVERETTPRESIDENT, CCO2997942

Disclosures

Regulatory Event4

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

LLOYD, SCOTT & VALENTI, LTD.

CRD#: 23640

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