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LD

Lynn Davis

TJM INVESTMENTS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4600080
LD

Professional summary


Lynn Davis, who also goes by Lynn Nil, Lynn Zolitor, is a registered financial professional currently at TJM INVESTMENTS, LLC located in Chicago, Illinois.

Lynn is registered as a RR (Registered Representative) and started their career in finance in 2012. Lynn has worked at 2 firms and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lynn Nil | Lynn Zolitor

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 Lynn Davis'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 13, 2013 - Present

TJM INVESTMENTS, LLC

Office #1: 318 W. Adams Street Suite 900, Chicago, IL 60606
BD
CRD#: 46300
Chicago, IL
Past

September 24, 2012 - December 31, 2012

TRADINGBLOCK

BD
CRD#: 128605
CHICAGO, IL

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/22/2012
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


TI
TJM INVESTMENTS, LLC
MND PARTNERS | TJM SECURITIES, LLC | TJM INVESTMENTS, LLC

CRD#: 46300 / SEC#: , 8-51370

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


Main Address
318 W. Adams Street Suite 900, Chicago, IL 60606
Mailing Address
318 W. Adams Street 9th Floor, Chicago, IL 60606
Phone number
(312) 432-5100
Established
Illinois since 10/13/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TJM HOLDINGS, LLCHOLDING COMPANY
BEITLER, STEVE ALLENCHIEF EXECUTIVE OFFICER1893827
BURKE, JOHN TERRENCECHIEF OPERATING OFFICER2116593
DANG, STACY BINHCHIEF COMPLIANCE OFFICER3143275
MURPHY, THOMAS JAMESCO-MANAGER857354
RISINGER, COLLEEN SULLIVANFINOP CFO2812053
SKWERES, DENISE PAREJKOFINOP CFO5332253

Disclosures


Regulatory Event12

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TJM INVESTMENTS, LLC

CRD#: 46300Chicago, IL 60606

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