AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LP

Lori J. Pajeau

BROOKLIGHT PLACE SECURITIES
Fountain Hills, AZ 85268
Some features on this profile are disabled
CRD#: 2829219
LP

Professional summary


Lori Jean Pajeau, who also goes by Lori J Gudas, Lori Jean Gudas, is a registered financial professional currently at BROOKLIGHT PLACE SECURITIES, INC. located in Fountain Hills, Arizona.

Lori is registered as a RR (Registered Representative) and started their career in finance in 1996. Lori has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lori J Gudas | Lori Jean Gudas

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 Lori Jean Pajeau'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

October 20, 2003 - Present

BROOKLIGHT PLACE SECURITIES, INC.

Office #1: 16930 E. Palisades Blvd Suite 100-d, Fountain Hills, AZ 85268
BD
CRD#: 15764
Fountain Hills, AZ
Past

January 22, 2002 - August 6, 2003

CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 24220
GREENWOOD VILLAGE, CO
Past

June 1, 1999 - October 4, 2001

FIRST VARIABLE CAPITAL SERVICES, INC.

BD
CRD#: 30007
BIRMINGHAM, AL
Past

March 30, 1999 - October 26, 2001

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

December 19, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

December 19, 1996 - February 1, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
Illinois
(10/20/2003)

Exams


State Security Law Exam
RR
Series 63
Date: 1/10/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BROOKLIGHT PLACE SECURITIES, INC.
BROOKLIGHT PLACE SECURITIES, INC. | MTL EQUITY PRODUCTS, INC.

CRD#: 15764 / SEC#: 801-61232, 8-32673

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
16930 E. Palisades Blvd Suite 220, Downers Grove, IL 60515
Mailing Address
16930 E. Palisades Blvd Suite 125, Fountain Hills, AZ 85268
Phone number
(888) 976-0659
Established
Illinois since 08/10/1984
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)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TRAC ENTERPRISES LLCSHAREHOLDER
BROKERS ALLIANCE, INC.SHAREHOLDER
TRUHLAR, CHARLES ANTHONYOWNER OF SHAREHOLDER, PRESIDENT, CHIEF COMPLIANCE OFFICER4533534

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


BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764Fountain Hills, AZ 85268

TRUST BUT VERIFY

Monitor Lori Pajeau

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Luke Kacer
Luke KacerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tucson, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics