Columb Patrick Lytle
Professional Summary
Columb Patrick Lytle is a registered financial advisor currently at MERIDIAN EQUITY PARTNERS, INC. located in New York, New York. Columb is registered as a RR (Registered Representative) and started their career in finance in 1996. Columb has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 55, Series 25, Series 7, Series 14, Series 24, Series 27 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
MERIDIAN EQUITY PARTNERS, INC.
Contact Information
Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038Phone Number
(212) 742-8472Established
New York since 11/26/2004Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(9/12/2006)
(9/12/2006)
(6/6/2007)
(1/19/2011)
(9/13/2006)
(10/23/2007)
(9/12/2006)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jun 2006Series 25 — NYSE Trading Assistant Examination
Passed Jan 2003Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2002About the Series 10 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Columb Patrick Lytle's CRS (Customer Relationship Summary).
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