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JB

John D. Brecker

HAMILTON LANE SECURITIES LLC
Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 4531885
JB

Professional summary


John Douglas Brecker is a registered financial professional currently at HAMILTON LANE SECURITIES LLC located in Conshohocken, Pennsylvania.

John is registered as a RR (Registered Representative) and started their career in finance in 2002. John has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 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) - BD


Click below to view John Douglas Brecker'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

March 31, 2016 - Present

HAMILTON LANE SECURITIES LLC

Office #1: 110 Washington Street Suite 1300, Conshohocken, PA 19428Office #2: 110 Washington Street, Suite 1300, Conshohocken, PA 19428
BD
CRD#: 281510
Conshohocken, PA
Past

July 12, 2007 - October 22, 2012

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
BERWYN, PA
Past

September 17, 2004 - May 9, 2007

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
MIDLOTHIAN, VA
Past

September 17, 2004 - May 9, 2007

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
MIDLOTHIAN, VA
Past

July 3, 2002 - August 25, 2004

WADDELL & REED

RIA
CRD#: 866
RICHMOND, VA
Past

June 14, 2002 - August 25, 2004

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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
(3/14/2023)
RR
Alaska
(3/14/2023)
RR
Arizona
(3/14/2023)
RR
Arkansas
(3/14/2023)
RR
California
(6/28/2016)
RR
Colorado
(3/14/2023)
RR
Connecticut
(3/14/2023)
RR
Delaware
(3/14/2023)
RR
District of Columbia
(3/14/2023)
RR
Florida
(3/14/2023)
RR
Georgia
(3/14/2023)
RR
Hawaii
(3/14/2023)
RR
Idaho
(3/14/2023)
RR
Illinois
(6/28/2016)
RR
Indiana
(6/28/2016)
RR
Iowa
(6/28/2016)
RR
Kansas
(6/28/2016)
RR
Kentucky
(6/28/2016)
RR
Louisiana
(3/14/2023)
RR
Maine
(3/14/2023)
RR
Maryland
(3/14/2023)
RR
Massachusetts
(3/14/2023)
RR
Michigan
(6/28/2016)
RR
Minnesota
(6/28/2016)
RR
Mississippi
(3/14/2023)
RR
Missouri
(6/28/2016)
RR
Montana
(3/14/2023)
RR
Nebraska
(6/28/2016)
RR
Nevada
(3/14/2023)
RR
New Hampshire
(3/14/2023)
RR
New Jersey
(3/14/2023)
RR
New Mexico
(3/14/2023)
RR
New York
(6/28/2016)
RR
North Carolina
(3/14/2023)
RR
North Dakota
(6/28/2016)
RR
Ohio
(6/28/2016)
RR
Oklahoma
(3/14/2023)
RR
Oregon
(3/14/2023)
RR
Pennsylvania
(4/5/2016)
RR
Rhode Island
(3/14/2023)
RR
South Carolina
(3/14/2023)
RR
South Dakota
(6/28/2016)
RR
Tennessee
(3/14/2023)
RR
Texas
(6/28/2016)
RR
Utah
(3/14/2023)
RR
Vermont
(3/14/2023)
RR
Virginia
(3/14/2023)
RR
Washington
(3/14/2023)
RR
West Virginia
(3/14/2023)
RR
Wisconsin
(6/28/2016)
RR
Wyoming
(3/14/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


HL
HAMILTON LANE SECURITIES LLC
HAMILTON LANE SECURITIES LLC

CRD#: 281510 / SEC#: , 8-69675

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


Main Address
110 Washington Street Suite 1300, Conshohocken, PA 19428
Mailing Address
110 Washington Street Suite 1300, Conshohocken, PA 19428
Phone number
(610) 934-2222
Established
Delaware since 08/17/2015
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HAMILTON LANEMEMBER107876
BRENNAN, STEPHEN RICHARD JRCHIEF EXECUTIVE OFFICER2488932
ROMERO, MONIQUE VICTORIAFINOP6712654
SHIN, ROBERTCHIEF COMPLIANCE OFFICER2683514

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


HAMILTON LANE SECURITIES LLC

CRD#: 281510Conshohocken, PA 19428

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