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Paul L. Giorgio

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CRD#: 2904081
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Lawrence Giorgio MR, who also goes by Paul Lawrence Giorgio, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2000. Paul had worked at 11 firms and has passed the Series 28 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Lawrence Giorgio

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 29, 2016 - November 1, 2019

LGA CAPITAL

BD
CRD#: 282415
ROCKVILLE, MD
Past

March 30, 2015 - October 7, 2019

COINSHARES CAPITAL LLC

BD
CRD#: 170506
NEW YORK, NY
Past

January 20, 2015 - May 19, 2017

MATRIX CAPITAL GROUP, INC.

BD
CRD#: 33364
NEW YORK, NY
Past

January 9, 2015 - November 25, 2019

MATRIX 360 DISTRIBUTORS, LLC

BD
CRD#: 159715
FAIRWAY, KS
Past

September 3, 2014 - May 11, 2020

PACER FINANCIAL, INC.

BD
CRD#: 137040
Malvern, PA
Past

April 14, 2012 - August 5, 2019

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
NEW YORK, NY
Past

October 26, 2005 - February 23, 2006

CITCO SECURITIES, LLC

BD
CRD#: 37945
MALVERN, PA
Past

October 31, 2001 - February 20, 2007

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

April 23, 2001 - August 4, 2004

EMONEY SECURITIES LLC

BD
CRD#: 106026
CONSHOHOCKEN, PA
Past

January 22, 2001 - September 4, 2001

QUAKER SECURITIES, INC.

BD
CRD#: 27263
MALVERN, PA
Past

April 14, 2000 - March 8, 2001

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
NEW YORK, NY
Past

April 13, 2000 - January 2, 2001

INCAP SECURITIES, INC.

BD
CRD#: 25401
BALTIMORE, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 28
Date: 4/13/2012
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


LC
LGA CAPITAL
LGA CAPITAL | LGA CAPITAL CRE, LLC

CRD#: 282415 / SEC#: , 8-69715

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


Main Address
6110 Executive Boulevard Suite 1050, Rockville, MD 20852
Mailing Address
6110 Executive Boulevard Suite 1050, Rockville, MD 20852
Phone number
(301) 691-5009
Established
Maryland since 10/30/2015
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
GERSTEIN, JASON PHILIPMEMBER
BASKETT, ERINPRINCIPAL/ CFO4538604
BEVAUN, MARLONFINOP6259795
DOLAN, ERIK JCHIEF COMPLIANCE OFFICER3161467

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


LGA CAPITAL

CRD#: 282415

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