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Brian M. Conroy

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CRD#: 4513445
BC

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.

Brian M Conroy was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2003. Brian had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

May 11, 2018 - June 5, 2019

AMERICAN LEDGER ATS LLC

BD
CRD#: 283362
SIMI VALLEY, CA
Past

March 14, 2016 - January 31, 2017

AX TRADING, LLC

BD
CRD#: 154702
NEW YORK, NY
Past

March 4, 2015 - December 17, 2015

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

March 2, 2015 - March 4, 2015

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

May 8, 2013 - March 2, 2015

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

October 29, 2012 - May 17, 2013

PPG WEST LLC

BD
CRD#: 155059
NEW YORK, NY
Past

August 11, 2008 - May 17, 2013

PHOENIX DERIVATIVES GROUP, LLC

BD
CRD#: 25802
NEW YORK, NY
Past

March 2, 2006 - June 5, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 1, 2003 - February 16, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
Series 63
Date: 10/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AL
AMERICAN LEDGER ATS LLC
AMERICAN LEDGER ATS LLC | CREDITSTATION ATS LLC

CRD#: 283362 / SEC#: , 8-69749

BD
Terminated by SEC on 09/11/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/06/2016
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAN LEDGER LLCDIRECT OWNER
NIXON, JON ALANFINOP4710715
WHITE, DANIEL ALANCEO/CCO5136520

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


AMERICAN LEDGER ATS LLC

CRD#: 283362

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