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LT

Labron M. Toles

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CRD#: 2676024
LT

Professional summary


Labron Manosa Toles was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Labron Manosa Toles, who also goes by Brian Toles, was a registered financial advisor .

Labron is a previously registered financial advisor and started their career in finance in 2001. Labron had worked at 16 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Toles

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

February 5, 2015 - November 5, 2015

ROTHSCHILD LIEBERMAN LLC

BD
CRD#: 10030
New York, NY
Past

April 24, 2014 - February 4, 2015

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

May 30, 2013 - April 25, 2014

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

March 25, 2013 - June 5, 2013

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

November 26, 2012 - April 2, 2013

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
NEW YORK, NY
Past

March 16, 2011 - December 7, 2012

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
NEW YORK, NY
Past

February 15, 2010 - March 14, 2011

FIRST MERGER CAPITAL, INC

BD
CRD#: 44083
NEW YORK, NY
Past

August 25, 2009 - February 22, 2010

SEABOARD SECURITIES, INC.

BD
CRD#: 755
NEW YORK, NY
Past

October 28, 2008 - August 24, 2009

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
NEW YORK, NY
Past

July 16, 2008 - October 23, 2008

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
NEW YORK, NY
Past

September 24, 2007 - July 14, 2008

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY
Past

January 11, 2006 - August 31, 2007

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
NEW YORK, NY
Past

August 9, 2005 - January 20, 2006

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

April 26, 2005 - August 3, 2005

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

January 7, 2005 - February 4, 2005

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

August 2, 2004 - December 1, 2004

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

February 9, 2004 - August 3, 2004

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

August 29, 2002 - March 12, 2003

QUICK & REILLY, INC.

RIA
CRD#: 11217
STAMFORD, CT
Past

April 9, 2001 - March 12, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY

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
IAR
Series 66
Date: 2/6/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RL
ROTHSCHILD LIEBERMAN LLC
ROTHSCHILD LIEBERMAN LLC | ROTHSCHILD LIEBERMAN LTD.

CRD#: 10030 / SEC#: , 8-26080

BD
Terminated by SEC on 12/23/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/31/2012
Firm type
Limited Liability Company
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COMMONWEALTH CORPORATE STRATEGIES, INC.MEMBER
DORADO BRIDAL HOLDINGS, LLCMEMBER
GALVANI, JEFFREY KENNETHCCO/ AML COMPLIANCE OFFICER3048728
GALVANI, JEFFREY KENNETHCEO
GALVANI, JEFFREY KENNETHFINOP/CFO3048728

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


ROTHSCHILD LIEBERMAN LLC

CRD#: 10030

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