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KL

Khoa P. Le

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CRD#: 4538228
KL

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.

Khoa P Le, who also goes by Khoa P Le, Khoa P Le, was a registered financial professional .

Khoa is a previously registered financial professional and started their career in finance in 2002. Khoa had worked at 6 firms and has passed the Series 63, Series 7TO, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Khoa P Le | Khoa P Le

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

June 8, 2023 - April 9, 2024

ARMSTRONG SECURITIES LLC

BD
CRD#: 307429
Old Greenwich, CT
Past

May 10, 2019 - April 29, 2020

BOFA SECURITIES, INC.

BD
CRD#: 283942
NEW YORK, NY
Past

July 19, 2016 - May 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 9, 2010 - August 2, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

April 13, 2009 - September 1, 2010

TD ARRANGED SERVICES LLC

BD
CRD#: 122529
NEW YORK, NY
Past

July 15, 2002 - April 15, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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: 7/26/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/13/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 4/13/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/17/2002
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 9/25/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AS
ARMSTRONG SECURITIES LLC
ARMSTRONG SECURITIES LLC

CRD#: 307429 / SEC#: , 8-70480

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


Main Address
711 3rd Avenue Floor 5, New York, NY 10017
Mailing Address
53 Forest Avenue 3rd Floor, Old Greenwich, CT 06870
Phone number
(212) 938-1200
Established
Connecticut since 01/09/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ARMSTRONG SECURITIES HOLDINGS LLCDIRECT OWNER
DALEY, RICHARD ANTHONYCOO/CCO2242011
MORENO, DANIEL ERICPOO4817706
POLISCHUK, JENNIFER LARAFINOP AND PFO3118457
TECOTZKY, MARK IRACEO1656046

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


ARMSTRONG SECURITIES LLC

CRD#: 307429

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