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JC

Judith A. Calder

LBMZ SECURITIES
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 38260
JC

Professional summary


Judith Ann Calder, who also goes by Judy Calder, is a registered financial professional currently at LBMZ SECURITIES, INC. located in Chicago, Illinois.

Judith is registered as a RR (Registered Representative) and started their career in finance in 1974. Judith has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Judy Calder

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 Judith Ann Calder'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 24, 2020 - Present

LBMZ SECURITIES, INC.

Office #1: 101 North Wacker Drive Suite 1500, Chicago, IL 60606Office #2: 101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
BD
CRD#: 7874
CHICAGO, IL
Past

September 8, 2018 - February 21, 2020

CAPFI PARTNERS LLC

BD
CRD#: 113795
NEW YORK, NY
Past

September 13, 2016 - August 27, 2018

SMITH CAPITAL MARKETS, LLC.

BD
CRD#: 121430
DALLAS, TX
Past

September 6, 2013 - September 17, 2015

BONWICK CAPITAL PARTNERS, LLC

BD
CRD#: 156469
CHICAGO, IL
Past

October 15, 2007 - March 12, 2008

MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC.

BD
CRD#: 30721
INVERNESS, IL
Past

April 3, 2007 - August 15, 2007

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
CHICAGO, IL
Past

June 13, 1988 - July 23, 1988

HARRIS INVESTORS DIRECT, INC.

BD
CRD#: 17664
Past

May 22, 1986 - June 18, 1986

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
Past

October 15, 1976 - October 20, 1978

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

September 24, 1974 - September 23, 1976

ALLSTATE ENTERPRISES MANAGEMENT COMPANY

BD
CRD#: 4037

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
Alabama
(4/25/2023)
RR
Alaska
(4/25/2023)
RR
Arizona
(4/25/2023)
RR
Arkansas
(4/25/2023)
RR
California
(4/25/2023)
RR
Colorado
(4/25/2023)
RR
Connecticut
(4/25/2023)
RR
Delaware
(4/25/2023)
RR
District of Columbia
(4/25/2023)
RR
Florida
(4/25/2023)
RR
Georgia
(4/25/2023)
RR
Hawaii
(4/25/2023)
RR
Idaho
(4/25/2023)
RR
Illinois
(3/29/2023)
RR
Indiana
(4/25/2023)
RR
Iowa
(4/25/2023)
RR
Kansas
(4/25/2023)
RR
Kentucky
(4/25/2023)
RR
Louisiana
(4/25/2023)
RR
Maine
(4/25/2023)
RR
Maryland
(4/25/2023)
RR
Massachusetts
(4/25/2023)
RR
Michigan
(4/25/2023)
RR
Minnesota
(4/25/2023)
RR
Mississippi
(4/25/2023)
RR
Missouri
(4/25/2023)
RR
Montana
(4/25/2023)
RR
Nebraska
(4/25/2023)
RR
Nevada
(4/25/2023)
RR
New Hampshire
(4/25/2023)
RR
New Jersey
(4/25/2023)
RR
New Mexico
(4/25/2023)
RR
New York
(4/25/2023)
RR
North Carolina
(4/25/2023)
RR
North Dakota
(4/25/2023)
RR
Ohio
(4/26/2023)
RR
Oklahoma
(4/25/2023)
RR
Oregon
(4/25/2023)
RR
Pennsylvania
(4/25/2023)
RR
Puerto Rico
(4/25/2023)
RR
Rhode Island
(4/25/2023)
RR
South Carolina
(4/25/2023)
RR
South Dakota
(4/25/2023)
RR
Tennessee
(4/25/2023)
RR
Texas
(4/25/2023)
RR
Utah
(4/25/2023)
RR
Vermont
(4/25/2023)
RR
Virginia
(4/25/2023)
RR
Washington
(4/25/2023)
RR
West Virginia
(4/25/2023)
RR
Wisconsin
(4/25/2023)
RR
Wyoming
(4/25/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/29/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/14/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


LS
LBMZ SECURITIES, INC.
LBMZ SECURITIES, INC. | ZACKS TRADE | ZACKS AND COMPANY | ZACKS & COMPANY, INC. | ZACKS & COMPANY

CRD#: 7874 / SEC#: , 8-23266

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


Main Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Mailing Address
101 North Wacker Drive Suite 1500, Chicago, IL 60606-1705
Phone number
(312) 630-9880
Established
Illinois since 09/20/1978
Firm type
Corporation
Fiscal year end
November
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#
FRANCINE ZACKS 2012 GIFT TRUSTOWNER
CALDER, JUDITH ANNCHIEF COMPLIANCE OFFICER38260
COLOMBO, DOUGLAS NMNFINOP1858351
ZACKS, LEONARD HARVEYPRESIDENT & DIRECTOR806891
ZACKS, MITCHEL ETHANTRUSTEE FOR THE FRANCINE ZACKS 2012 GIFT TRUST2649079

Disclosures


Regulatory Event8

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


LBMZ SECURITIES, INC.

CRD#: 7874Chicago, IL 60606

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