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AN

Antonio L. Neves

ORCHARD SECURITIES
Pleasant Grove, UT 84062
Some features on this profile are disabled
CRD#: 2898583
AN

Professional summary

Antonio Lourenco Neves, who also goes by Antonio L Neves, Antonio Lourenco Neves Jr, Antonio Neves, Tony Neves, is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah.

Antonio is registered as a RR (Registered Representative) and started their career in finance in 2005. Antonio has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Antonio L Neves | Antonio Lourenco Neves Jr | Antonio Neves | Tony Neves

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 Antonio Lourenco Neves'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 2, 2020 - Present

ORCHARD SECURITIES, LLC

Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
BD
CRD#: 133378
Pleasant Grove, UT
Past

June 20, 2014 - January 7, 2020

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

May 15, 2013 - May 9, 2014

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
SCHAUMBURG, IL
Past

January 12, 2012 - February 12, 2013

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
SAN FRANCISCO, CA
Past

April 14, 2011 - January 17, 2012

PLYMOUTH REAL ESTATE CAPITAL, LLC

BD
CRD#: 151910
BOSTON, MA
Past

May 20, 2010 - November 1, 2010

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

March 6, 2008 - August 12, 2009

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

January 31, 2007 - May 15, 2007

BOSTON CAPITAL SECURITIES, INC.

BD
CRD#: 14611
BOSTON, MA
Past

February 16, 2006 - October 13, 2006

WNC CAPITAL CORPORATION

BD
CRD#: 36174
IRVINE, CA
Past

January 24, 2005 - February 13, 2006

BOSTON CAPITAL SECURITIES, INC.

BD
CRD#: 14611
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
Connecticut
(1/2/2020)
RR
Delaware
(1/2/2020)
RR
District of Columbia
(1/2/2020)
RR
Maine
(1/2/2020)
RR
Maryland
(1/2/2020)
RR
Massachusetts
(1/2/2020)
RR
New Hampshire
(1/2/2020)
RR
New Jersey
(1/2/2020)
RR
New York
(1/2/2020)
RR
Pennsylvania
(1/2/2020)
RR
Rhode Island
(1/2/2020)
RR
Vermont
(1/2/2020)
RR
Virginia
(1/2/2020)
RR
West Virginia
(1/2/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/11/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/22/2004
Direct Participation Programs Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OS
ORCHARD SECURITIES, LLC
JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC

CRD#: 133378 / SEC#: , 8-66719

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

Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Phone number
(801) 316-4301
Established
Utah since 09/27/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 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#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER
FAR VISIONS, LLCMEMBER
NORTH CANYON ENTERPRISES, LLCMEMBER
TOTTENHAM INVESTMENTS, LLCMEMBER
TRIPLE CROWN SECURITES, LLCMEMBER
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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

ORCHARD SECURITIES, LLC

CRD#: 133378Pleasant Grove, UT 84062

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