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Daren P. O'connor

LBK FINANCIAL LLC
WHIPPANY, NJ 07981
Some features on this profile are disabled
CRD#: 4292482
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Professional summary


Daren P O'connor, who also goes by Daren Peter Oconnor, is a registered financial advisor currently at LBK FINANCIAL LLC located in Whippany, New Jersey.

Daren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Daren has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Daren Peter Oconnor

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.
I am a member (since 2023) of the Hanover Township Economic Development Advisory Committee in Whippany (Hanover Township). 2 Hours per month. Not investment related and no advisory services provided by LBK Financial to the Township. Passive investor in My Dad's Chips. No role in management. No hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daren P O'connor's 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

June 24, 2024 - Present

LBK FINANCIAL LLC

Office #1: 51 Parsippany Road, Whippany, NJ 07981
RIA
CRD#: 331286
WHIPPANY, NJ
Past

April 4, 2016 - March 22, 2022

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Jersey City, NJ
Past

March 16, 2016 - March 22, 2022

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 24, 2012 - November 25, 2015

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

August 13, 2012 - November 25, 2015

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 9, 2001 - August 29, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(6/24/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/7/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2003
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


LF
LBK FINANCIAL LLC
LBK FINANCIAL LLC

CRD#: 331286 / SEC#:

New Jersey
Registered Investment Advisory firm - (6/24/2024 Approved)
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Contact information


Main Address
51 Parsippany Road, Whippany, NJ 07981
Mailing Address
Phone number
(201) 602-4705
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 10,000,000

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


LBK FINANCIAL LLC

CRD#: 331286Whippany, NJ 07981

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