KL
Kristin M. Love
PERFORMANCE TRUST CAPITAL PARTNERS
Chicago, IL 60661
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CRD#: 4370951
KL
Professional summary
Kristin M Love, who also goes by Krissy Marie Love, is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Chicago, Illinois and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois.
Kristin is registered as a RR (Registered Representative) and started their career in finance in 2001. Kristin has worked at 6 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Krissy Marie Love
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.
CRS (Client Relationship Summary) - BD
Click below to view Kristin M Love'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®
NoneExperience
Current
November 3, 2015 - Present
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Office #1: 500 W. Madison Suite 450, Chicago, IL 60661BD
CRD#: 36155
Chicago, IL
Current
April 8, 2024 - Present
MONROE FINANCIAL PARTNERS, INC.
Office #1: 500 W. Madison Suite 450, Chicago, IL 60661BD
CRD#: 2811
CHICAGO, IL
Past
January 6, 2009 - February 27, 2015
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
October 24, 2008 - November 21, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
April 19, 2005 - October 24, 2008
LASALLE FINANCIAL SERVICES, INC.
BD
CRD#: 20373
CHICAGO, IL
Past
December 11, 2001 - April 13, 2005
WOLFE & HURST BOND BROKERS INC.
BD
CRD#: 8288
JERSEY CITY, NJ
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(9/6/2024)
RR
Alaska(9/6/2024)
RR
Arizona(9/6/2024)
RR
Arkansas(9/6/2024)
RR
California(9/6/2024)
RR
Colorado(9/6/2024)
RR
Connecticut(9/6/2024)
RR
Delaware(9/6/2024)
RR
District of Columbia(9/6/2024)
RR
Florida(4/16/2024)
RR
Georgia(9/6/2024)
RR
Hawaii(9/6/2024)
RR
Idaho(9/6/2024)
RR
Illinois(11/3/2015)
RR
Indiana(9/6/2024)
RR
Iowa(9/6/2024)
RR
Kansas(9/6/2024)
RR
Kentucky(9/6/2024)
RR
Louisiana(9/6/2024)
RR
Maine(9/6/2024)
RR
Maryland(9/6/2024)
RR
Massachusetts(9/6/2024)
RR
Michigan(9/6/2024)
RR
Minnesota(9/6/2024)
RR
Mississippi(9/6/2024)
RR
Missouri(9/6/2024)
RR
Montana(9/6/2024)
RR
Nebraska(9/6/2024)
RR
Nevada(9/6/2024)
RR
New Hampshire(9/6/2024)
RR
New Jersey(9/6/2024)
RR
New Mexico(9/6/2024)
RR
New York(9/6/2024)
RR
North Carolina(9/6/2024)
RR
North Dakota(5/22/2024)
RR
Ohio(9/6/2024)
RR
Oklahoma(9/6/2024)
RR
Oregon(9/6/2024)
RR
Pennsylvania(9/6/2024)
RR
Puerto Rico(9/6/2024)
RR
Rhode Island(9/6/2024)
RR
South Carolina(9/6/2024)
RR
South Dakota(9/6/2024)
RR
Tennessee(4/16/2024)
RR
Texas(4/16/2024)
RR
Utah(9/6/2024)
RR
Vermont(9/6/2024)
RR
Virginia(9/6/2024)
RR
Washington(9/6/2024)
RR
West Virginia(9/6/2024)
RR
Wisconsin(4/16/2024)
RR
Wyoming(9/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
MF
MONROE FINANCIAL PARTNERS, INC.
MONROE FINANCIAL PARTNERS, INC. | MONROE SECURITIES, INC.
CRD#: 2811 / SEC#: , 8-14045
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
500 W. Madison, Suite 450, Chicago, IL 60661
Mailing Address
500 W. Madison, Suite 450, Chicago, IL 60661
Phone number
(312) 521-1000
Established
New York since 07/18/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DILASCIA, DARYLE ANTHONY | PRESIDENT/BOARD MEMBER | 2793078 |
| DOCHERTY, JENNIFER ANN | GENERAL COUNSEL | 4587223 |
| GAZDA, RYAN M | TREASURER, CFO & BOARD MEMBER | 4230980 |
| LOVE, KRISTIN M | SECRETARY, CCO & BOARD MEMBER | 4370951 |
| MCCRARY, TIMOTHY JAMES | HEAD OF TRADING/BOARD MEMBER | 5789747 |
Disclosures
| Regulatory Event | 3 |
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.
