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LL

Lucile T. Lansing

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CRD#: 341225
LL

Professional summary


Lucile Tomlinson Lansing was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Lucile is a previously registered financial advisor and started their career in finance in 1968. Prior to being barred, Lucile had worked at 8 firms, which includes MHA FINANCIAL CORP, GROVE POINT INVESTMENTS LLC, INTERCAL SECURITIES CO., COMMONWEALTH FINANCIAL NETWORK, LPL FINANCIAL LLC, MORGAN STANLEY DW INC., REYNOLDS SECURITIES INC., BECKMAN & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lucile Cragg | Lucile Lansing | Lucile Lansing Levin | Lucile Lansing Moseman | Lucile Tomlinson

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

November 10, 2009 - December 31, 2010

MHA FINANCIAL CORP

BD
CRD#: 7462
WESTWOOD, MA
Past

May 5, 1999 - November 18, 2009

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
CARMICHAEL, CA
Past

March 13, 1997 - November 18, 2009

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
CARMICHAEL, CA
Past

March 20, 1995 - March 19, 1997

INTERCAL SECURITIES CO.

BD
CRD#: 6284
SACRAMENTO, CA
Past

January 24, 1991 - February 21, 1995

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

July 23, 1979 - January 1, 1991

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 24, 1978 - September 20, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 14, 1976 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

December 10, 1968 - April 8, 1976

BECKMAN & CO., INC.

BD
CRD#: 80

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
IAR
Series 65
Date: 3/24/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/5/1968
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MF
MHA FINANCIAL CORP
DOCTORS FINANCIAL SERVICES | ZENITH CAPITAL | PRESTIGA FUND, LLC | MHA FINANCIAL CORP | M&A COUNSELORS AND FIDUCIARIES, LLC | HELIOS CAPITAL ADVISORS

CRD#: 7462 / SEC#: , 8-21836

Florida
Registered Investment Advisory firm - SEC (3/7/2005 Approved)
Maryland
Registered Investment Advisory firm - SEC (10/30/2020 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (7/6/2011 Approved)
New Jersey
Registered Investment Advisory firm - SEC (3/9/2021 Approved)
New York
Registered Investment Advisory firm - SEC (12/12/2013 Approved)
Texas
Registered Investment Advisory firm - SEC (12/9/2013 Approved)
Virginia
Registered Investment Advisory firm - SEC (10/21/2020 Terminated)
BD
Terminated by SEC on 02/25/2019
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Contact information


Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
Phone number
(212) 257-5240
Established
Massachusetts since 05/13/1977
Firm type
Corporation
Fiscal year end
December
# of Employees
6

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HOILMAN, C WILLIAMCCO248217

Regulatory assets under management


Total Number of Accounts207
AUM (Assets Under Management)$ 85,836,784

Disclosures


Regulatory Event1
Arbitration1

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


MHA FINANCIAL CORP

CRD#: 7462

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