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CL

Colin K. Lam

TICKRS CLEARING
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 4621438
CL

Professional summary


Colin Kishun Lam is a registered financial professional currently at TICKRS CLEARING located in Irvine, California.

Colin is registered as a RR (Registered Representative) and started their career in finance in 2004. Colin has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 27 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 Colin Kishun Lam'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 31, 2023 - Present

TICKRS CLEARING

Office #1: 100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
BD
CRD#: 312531
Irvine, CA
Past

October 20, 2015 - September 9, 2022

ACORNS

RIA
CRD#: 165926
IRVINE, CA
Past

November 15, 2014 - September 9, 2022

ACORNS SECURITIES, LLC

BD
CRD#: 168172
IRVINE, CA
Past

February 6, 2012 - November 28, 2014

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
IRVINE, CA
Past

May 11, 2010 - February 8, 2012

GRUBB & ELLIS CAPITAL CORPORATION

BD
CRD#: 151226
SANTA ANA, CA
Past

July 29, 2004 - October 7, 2011

GRUBB & ELLIS SECURITIES, INC.

BD
CRD#: 17932
SANTA ANA, CA

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
IAR
Series 66
Date: 6/17/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TC
TICKRS CLEARING
TICKRS CLEARING | VALUABLE CAPITAL SECURITIES, LLC | VALUABLE CAPITAL SECURITIES | TICKRS CLEARING LLC

CRD#: 312531 / SEC#: , 8-70658

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


Main Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Mailing Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Phone number
(949) 393-1606
Established
Delaware since 12/22/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (16 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#
TICKRS US HOLDINGS INCMEMBER
ARELLANO, FRANKPOO7508264
LAM, COLIN KISHUNCHIEF FINANCIAL OFFICER/PFO/FINOP4621438
MURPHY, KEVINCHIEF EXECUTIVE OFFICER1645347
NICHOLS, ANN HENRYCHIEF COMPLIANCE OFFICER5572737
VALENZUELA, ALFREDCHIEF OPERATION OFFICER
ZAK, STEPHEN PETERPOO2423424

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


TICKRS CLEARING

CRD#: 312531Irvine, CA 92618

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