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EB

Erin E. Baskett

MARKET SECURITIES
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 4538604
EB

Professional summary


Erin Elaine Baskett, who also goes by Erin Baskett, Erin Elaine Dougherty, Erin Elaine Lohbeck, is a registered financial professional currently at MARKET SECURITIES, LLC located in New York, New York and OCP CAPITAL, LLC located in Wellington, Florida.

Erin is registered as a RR (Registered Representative) and started their career in finance in 2010. Erin has worked at 25 firms and has passed the Series 66, Series 82TO, Series 99TO, Series 57TO, SIE, Series 7, Series 14, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Erin Baskett | Erin Elaine Dougherty | Erin Elaine Lohbeck

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 Erin Elaine Baskett's CRS (Customer Relationship Summary).
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

January 4, 2019 - Present

MARKET SECURITIES, LLC

Office #1: 75 Broad Street 7th Floor, New York, NY 10004
BD
CRD#: 283701
NEW YORK, NY
Current

February 2, 2019 - Present

OCP CAPITAL, LLC

BD
CRD#: 143381
Wellington, FL
Current

June 21, 2019 - Present

AXIS CAPITAL USA, LLC

Office #1: 405 Lexington Avenue Suite 714, New York, NY 10174
BD
CRD#: 293368
NEW YORK, NY
Current

November 2, 2020 - Present

LIQUIDITY.IO, LLC

Office #1: 350 Sugarbowl Circle, Whitefish, MT 59937
BD
CRD#: 289499
WHITEFISH, MT
Current

November 2, 2020 - Present

CBC SECURITIES, INC.

Office #1: 250 Hammond Pond Parkway Unit 1412n, Newton, MA 02467
BD
CRD#: 46153
Newton, MA
Current

February 18, 2021 - Present

FORTE SECURITIES LLC

Office #1: 199 Water Street 9th Floor, New York, NY 10038
BD
CRD#: 38373
New York, NY
Current

October 5, 2021 - Present

LGA CAPITAL

Office #1: 6110 Executive Boulevard Suite 1050, Rockville, MD 20852
BD
CRD#: 282415
Rockville, MD
Current

May 4, 2022 - Present

DMK ADVISOR GROUP, INC.

Office #1: 8625 S.w. Cascade Ave. Ste. 260, Beaverton, OR 97008
RIA
BD
CRD#: 41067
Beaverton, OR
Current

October 24, 2022 - Present

MONEY.NET SECURITIES LLC

Office #1: 115 Seacord Rd, New Rochelle, NY 10804
BD
CRD#: 317568
New Rochelle, NY
Current

March 13, 2023 - Present

CLICK CAPITAL MARKETS

Office #1: 9835 E Bell Road Suite 110, Scottsdale, AZ 85260
BD
CRD#: 168376
Scottsdale, AZ
Current

July 18, 2023 - Present

CRESCENDO MARKETS LLC

Office #1: 85 Broad Street, New York, NY 10004
BD
CRD#: 298072
NEW YORK, NY
Current

August 10, 2023 - Present

MAIN STREET SECURITIES LLC

Office #1: 2810 South 1st Street, Austin, TX 78704
CRD#: 324347
AUSTIN, TX
Current

March 20, 2024 - Present

ATOMIC VAULTS SECURITIES, LLC

Office #1: 9736 Rennes Ln, Delray Beach, FL 33446
BD
CRD#: 317194
Delray Beach, FL
Current

June 10, 2024 - Present

KRAKEN SECURITIES

Office #1: 200 East Las Olas Blvd 14th Floor, Fort Lauderdale, FL 33301-2299Office #2: 200 East Las Olas Blvd 14th Floor, Fort Lauderdale, FL 33301
BD
CRD#: 324343
FORT LAUDERDALE, FL
Current

August 15, 2024 - Present

SINE QUA NON CAPITAL LLC

Office #2: 9736 Rennes Ln, Delray Beach, FL 33446
BD
CRD#: 330483
Delray Beach, FL
Current

October 20, 2024 - Present

OAKWOOD CAPITAL SECURITIES, INC.

Office #1: 600 Highway 169 South Suite 1410, St. Louis Park, MN 55426
BD
CRD#: 21000
St. Louis Park, MN
Current

May 29, 2025 - Present

WELLFLEET INVESTMENTS LLC

Office #1: 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001
BD
CRD#: 18488
Floral Park, NY
Past

March 27, 2024 - April 25, 2024

APEX FINTECH BROKERAGE SERVICES

BD
CRD#: 305818
DALLAS, TX
Past

September 28, 2023 - November 27, 2023

Z-SQUARED SECURITIES, LLC

BD
CRD#: 309321
NEW YORK, NY
Past

May 5, 2022 - August 19, 2022

FREC SECURITIES LLC

BD
CRD#: 316641
SAN FRANCISCO, CA
Past

April 8, 2020 - January 13, 2023

ETORO USA SECURITIES INC.

BD
CRD#: 298361
Hoboken, NJ
Past

January 31, 2019 - July 13, 2022

LOUIS CAPITAL MARKETS, LLC

BD
CRD#: 48013
New York, NY
Past

September 26, 2014 - May 13, 2016

AUTONOMOUS RESEARCH LLP

BD
CRD#: 150232
LONDON,
Past

March 21, 2013 - April 12, 2019

AUTONOMOUS RESEARCH US LP

BD
CRD#: 165290
NEW YORK, NY
Past

September 5, 2012 - April 4, 2013

AUTONOMOUS RESEARCH LLP

BD
CRD#: 150232
NEW YORK, NY
Past

June 22, 2011 - August 14, 2012

SMITH, MOORE & CO.

RIA
CRD#: 3441
CLAYTON, MO
Past

July 16, 2010 - August 14, 2012

SMITH, MOORE & CO.

BD
CRD#: 3441
CLAYTON, MO

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
(11/17/2023)
RR
Alaska
(12/22/2023)
RR
Arizona
(12/1/2023)
RR
Arkansas
(4/10/2024)
RR
California
(10/1/2023)
RR
Colorado
(10/19/2023)
RR
Connecticut
(1/23/2024)
RR
Delaware
(10/19/2023)
RR
Florida
(5/10/2022)
RR
Georgia
(1/4/2024)
RR
Hawaii
(1/8/2024)
RR
Idaho
(10/2/2023)
RR
Illinois
(10/10/2023)
RR
Indiana
(2/7/2023)
RR
Iowa
(10/4/2023)
RR
Kansas
(12/15/2023)
RR
Kentucky
(10/17/2023)
RR
Louisiana
(10/9/2023)
RR
Maine
(2/28/2024)
RR
Maryland
(10/5/2021)
RR
Massachusetts
(1/27/2023)
RR
Michigan
(1/4/2024)
RR
Minnesota
(4/30/2024)
RR
Mississippi
(10/2/2023)
RR
Missouri
(9/5/2023)
RR
Montana
(10/10/2023)
RR
Nebraska
(12/26/2023)
RR
Nevada
(10/5/2023)
RR
New Hampshire
(1/8/2024)
RR
New Jersey
(1/23/2024)
RR
New Mexico
(2/16/2023)
RR
New York
(2/2/2019)
RR
North Carolina
(10/9/2023)
RR
North Dakota
(12/14/2023)
RR
Ohio
(11/27/2023)
RR
Oklahoma
(10/3/2023)
RR
Oregon
(11/30/2023)
RR
Pennsylvania
(10/3/2023)
RR
Puerto Rico
(1/24/2024)
RR
Rhode Island
(10/2/2023)
RR
South Carolina
(12/18/2023)
RR
South Dakota
(10/10/2023)
RR
Tennessee
(12/19/2023)
RR
Texas
(10/1/2023)
RR
Utah
(10/2/2023)
RR
Vermont
(11/30/2023)
RR
Virgin Islands
(8/12/2024)
RR
Virginia
(1/16/2024)
RR
Washington
(10/1/2023)
RR
West Virginia
(11/16/2023)
RR
Wisconsin
(1/10/2024)
RR
Wyoming
(12/15/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 3/27/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 2/19/2021
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WI
WELLFLEET INVESTMENTS LLC
WELLFLEET CAPITAL & INVESTMENT MANAGEMENT COMPANY | WELLFLEET INVESTMENTS LLC | WELLFLEET CAPITAL COMPANY

CRD#: 18488 / SEC#: , 8-36769

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


Main Address
85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001
Mailing Address
Po Box 222142, Great Neck, NY 11022-2142
Phone number
(516) 487-7450
Established
New York since 02/17/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BEGA, JEFFREYPRESIDENT/FINANCE/COO/CFO/CCO/FINOP
J.P. CAREY CAPITAL MARKETS LLCOWNER
PRIMAVERA, PATRICK JOSEPHDIRECTOR3124567

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


WELLFLEET INVESTMENTS LLC

CRD#: 18488New York, NY 10004

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