Jeremy T. Armitage
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.
Jeremy Thomas Armitage was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 1998. Jeremy had worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 25, 2018 - December 3, 2018
LION STREET FINANCIAL, LLC
April 1, 2014 - August 16, 2017
LPL FINANCIAL LLC
March 14, 2014 - August 16, 2017
LPL FINANCIAL LLC
August 23, 2011 - July 12, 2012
VALIC FINANCIAL ADVISORS, INC.
July 25, 2011 - July 12, 2012
VALIC FINANCIAL ADVISORS, INC.
January 4, 2011 - June 21, 2011
MWA FINANCIAL SERVICES INC.
November 17, 1999 - December 26, 2008
EPLANNING ADVISORS INC
September 17, 1999 - December 24, 2008
EPLANNING SECURITIES, INC.
November 4, 1998 - December 3, 1999
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LION STREET FINANCIAL, LLC
CRD#: 165828 / SEC#: , 8-69183
Contact information
FINRA licenses (23 States and Territories)
Disclosures
| Regulatory Event | 1 |
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.
