Columb P. Lytle
Professional summary
Columb Patrick Lytle is a registered financial professional currently at MERIDIAN EQUITY PARTNERS, INC. located in Rockville Centre, 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Columb Patrick Lytle's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2005 - Present
MERIDIAN EQUITY PARTNERS, INC.
Office #1: 265 Sunrise Highway, Suite 61, Rockville Centre, NY 11570April 4, 2018 - September 28, 2018
JAMES E. COFFEY SECURITIES, INC.
April 8, 2011 - August 31, 2012
LEK SECURITIES CORPORATION
September 25, 2002 - May 9, 2005
INLINE BROKERS, INC.
July 31, 2001 - August 28, 2001
CREDIT SUISSE SECURITIES (USA) LLC
December 23, 1996 - September 3, 1997
FINANCIAL SQUARE PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/12/2006)
(9/12/2006)
(6/6/2007)
(1/19/2011)
(9/13/2006)
(10/23/2007)
(9/12/2006)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 6/12/2006
Limited Representative-Equity Trader ExamSeries 25
Date: 1/15/2003
NYSE Trading Assistant ExaminationFINRA
NYSE American LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
MERIDIAN EQUITY PARTNERS, INC.
CRD#: 133849 / SEC#: , 8-66784
Contact information
FINRA licenses (8 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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