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PK

Patricia A. King

LOMBARD SECURITIES
Eerie, PA 16508
Some features on this profile are disabled
CRD#: 2805227
PK

Professional summary


Patricia Ann King, who also goes by Patricia A King, Patricia A King, Patty King, is a registered financial professional currently at LOMBARD SECURITIES INCORPORATED located in Eerie, Pennsylvania.

Patricia is registered as a RR (Registered Representative) and started their career in finance in 2001. Patricia has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia A King | Patricia A King | Patty King

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 Patricia Ann King'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

December 12, 2001 - Present

LOMBARD SECURITIES INCORPORATED

Office #1: 652 West 38th Street, Eerie, PA 16508
BD
CRD#: 27954
Eerie, PA

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
Florida
(1/3/2017)
RR
New Jersey
(1/8/2024)
RR
Ohio
(1/9/2024)
RR
Pennsylvania
(1/4/2002)

Exams


State Security Law Exam
RR
Series 63
Date: 1/3/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LOMBARD SECURITIES INCORPORATED
LOMBARD SECURITIES INCORPORATED

CRD#: 27954 / SEC#: , 8-43340

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


Main Address
1820 Lancaster Street Second Floor, Baltimore, MD 21231
Mailing Address
1820 Lancaster Street, Baltimore, MD 21231
Phone number
(410) 342-1300
Established
Maryland since 07/25/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
REYNOLDS, EDWIN MAJOR JRDIRECTOR, SHAREHOLDER, FIRM PRINCIPAL374634
SOCHA, WILLIAM STEPHENCHIEF OPERATING OFFICER, OPERATIONS MANAGER, CROP, FINOP, DIRECTOR, SHAREHOLDER712323
FOX, CHARLES CURTISCO-CEO, DIRECTOR, AND SHAREHOLDER1201770
JONES, RUTH PORTERDIRECTOR AND SHAREHOLDER842232
PETER, EMIL IIISHAREHOLDER
SLAGLE, BRIAN LEEDIRECTOR AND SHAREHOLDER2895570
DONLAN WELKER, TERRY LYNNCHIEF COMPLIANCE OFFICER2825889
OATES, DONALD EUGENEDIRECTOR AND SHAREHOLDER1180250
SONNIER, EDWARD DAVID IIDIRECTOR AND SHAREHOLDER2479370

Disclosures


Regulatory Event4
Arbitration2
Bond4

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


LOMBARD SECURITIES INCORPORATED

CRD#: 27954Eerie, PA 16508

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