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AL

Angus S. Lamond

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
Chevy Chase, MD 20815
Some features on this profile are disabled
CRD#: 2684219
AL

Professional summary


Angus Scott Lamond IV, who also goes by Scott Lamond IV, is a registered financial professional currently at HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC located in Chevy Chase, Maryland.

Angus is registered as a RR (Registered Representative) and started their career in finance in 1996. Angus has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Lamond Iv

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 Angus Scott Lamond IV's CRS (Customer Relationship Summary).
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

January 27, 2015 - Present

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC

Office #1: 5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815
BD
CRD#: 131452
Chevy Chase, MD
Past

August 20, 2009 - December 23, 2009

FIVE X SECURITIES, LLC

BD
CRD#: 8193
OAKTON, VA
Past

November 25, 1996 - September 14, 2005

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
LOS ANGELES, CA

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
Alabama
(4/27/2018)
RR
California
(1/31/2015)
RR
Connecticut
(1/29/2015)
RR
District of Columbia
(1/27/2015)
RR
Florida
(1/27/2015)
RR
Georgia
(1/31/2015)
RR
Illinois
(1/28/2015)
RR
Kentucky
(2/12/2016)
RR
Maryland
(1/27/2015)
RR
Massachusetts
(1/31/2015)
RR
Michigan
(1/18/2018)
RR
Missouri
(2/12/2016)
RR
Montana
(5/26/2022)
RR
New Jersey
(1/27/2015)
RR
New York
(1/31/2015)
RR
Oklahoma
(2/12/2016)
RR
Pennsylvania
(1/31/2015)
RR
Texas
(1/31/2015)
RR
Virginia
(1/31/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 1/31/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 8/19/2009
Corporate Securities Limited Representative Examination
SRO Registrations
RR
FINRA

Current Firm


HW
HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
ALPHALINK PARTNERS LLC | HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC | AQUEDUCT CAPITAL GROUP, LLC

CRD#: 131452 / SEC#: , 8-66464

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


Main Address
2820 Selwyn Avenue, Suite 550, Charlotte, NC 28209
Mailing Address
2820 Selwyn Avenue, Suite 550, Charlotte, NC 28209
Phone number
(704) 973-9919
Established
Delaware since 01/09/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PNC BANK NATIONAL ASSOCIATIONPARENT
AQUEDUCT CAPITAL HOLDINGS, LLCSOLE MEMBER
EDWARDS, FRANK HOOKERCEO/CCO/MEMBER OF AQUEDUCT CAPITAL HOLDINGS, LLC2151464
LESSING, STEPHEN MARION JR.PARTNER5306328
LONG, GEORGE PHILLIP MR.CORPORATE SECRETARY5094038
NEUNER, JOHN IVBOARD MEMBER4578584
VALENTINE, EDWARD WESTBOARD MEMBER2399981
WILCOX, BLAKE MILLERFINOP5982383

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


HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC

CRD#: 131452Chevy Chase, MD 20815

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