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LT

Lorentzo Theofanidis

BLV SECURITIES
ORADELL, NJ 07649
Some features on this profile are disabled
CRD#: 3248705
LT

Professional summary

Lorentzo Theofanidis, who also goes by Lorentzo Theofandis, is a registered financial professional currently at BLV SECURITIES located in Oradell, New Jersey.

Lorentzo is registered as a RR (Registered Representative) and started their career in finance in 2000. Lorentzo has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lorentzo Theofandis

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 Lorentzo Theofanidis'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

February 10, 2026 - Present

BLV SECURITIES

Office #1: 2 Forest Avenue Suite 400, Oradell, NJ 07649
BD
CRD#: 35205
ORADELL, NJ
Past

July 15, 2019 - February 9, 2023

D. BORAL CAPITAL

BD
CRD#: 103792
New York, NY
Past

May 2, 2008 - August 1, 2019

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

February 23, 2001 - May 8, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
HACKENSACK, NJ
Past

April 13, 2000 - February 21, 2001

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY

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

State Security Law Exam
RR
Series 63
Date: 1/25/2002
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: 4/12/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BLV SECURITIES
BLV SECURITIES | LOEWEN, ONDAATJE, MCCUTCHEON USA, LLC | LOEWEN, ONDAATJE, MCCUTCHEON USA LIMITED

CRD#: 35205 / SEC#: , 8-46604

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

Main Address
2 Forest Avenue Suite 400, Oradell, NJ 07649
Mailing Address
2 Forest Avenue Suite 400, Oradell, NJ 07649
Phone number
(551) 866-0525
Established
Florida since 07/20/2017
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (14 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#
COLTER, TERRANCESHAREHOLDER2184954
ROGOVICH, STEVENSHAREHOLDER7548329
BELITE HOLDINGS, LLCSHAREHOLDER
GEORGE, KENNETH RONALDFINOP2643369
MCNULTY, MICHAEL PATRICKCCO,AMLCO2958550
RICHARDSON, MICHAEL JOHNCEO,COO7635795
SMITH, ANDRE DEVONCOMPLIANCE ASSOCIATE8054472

Disclosures

Regulatory Event1

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

BLV SECURITIES

CRD#: 35205Oradell, NJ 07649

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