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LF

Luke D. Ferrell

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CRD#: 4343056
LF

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.

Luke Daniel Ferrell, who also goes by Luke Daniel Ferrel, was a registered financial professional .

Luke is a previously registered financial professional and started their career in finance in 2001. Luke had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luke Daniel Ferrel

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

January 3, 2011 - August 27, 2019

AGENCY TRADING GROUP, INC.

BD
CRD#: 108887
DALLAS, TX
Past

November 22, 2006 - October 22, 2010

PULSE TRADING, INC.

BD
CRD#: 104022
DALLAS, TX
Past

July 17, 2006 - September 5, 2006

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

June 28, 2005 - September 5, 2006

KNIGHT DIRECT LLC

BD
CRD#: 135924
IRVING, TX
Past

April 14, 2004 - July 8, 2005

CONOR PETERSON LLC

BD
CRD#: 111343
IRVING, TX
Past

June 11, 2002 - April 16, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 23, 2001 - April 16, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PLANO, TX
Past

May 9, 2001 - June 4, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
IAR
Series 66
Date: 6/21/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/9/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AT
AGENCY TRADING GROUP, INC.
AGENCY TRADING GROUP, INC. | RASMALA INVESTMENTS (U.S.A.) INC. | IHILAL (USA) INC.

CRD#: 108887 / SEC#: , 8-53088

BD
Terminated by SEC on 11/10/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/05/2000
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGENCY TRADING GROUP HOLDINGS, INC.DIRECT OWNER
BRADFORD, SCOTT CURTISROSFP4213956
LENZMEIER, MICHAEL GERARDFINOP1500614
WHITAKER, JOHN WILLIAM JR.CEO, CCO, PRESIDENT AND SECRETARY4325772

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


AGENCY TRADING GROUP, INC.

CRD#: 108887

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