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AL

Angela D. Lucas

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CRD#: 4660266
AL

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.

Angela Diane Lucas, who also goes by Angela Diane Magee, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 2003. Angela had worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angela Diane Magee

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

March 5, 2019 - July 28, 2023

MATRIX EXECUTIONS, LLC

BD
CRD#: 38455
Chicago , IL
Past

December 17, 2017 - November 15, 2018

LIQUID CAPITAL SECURITIES, LLC

BD
CRD#: 148758
EVANSTON, IL
Past

January 6, 2011 - March 22, 2024

SIMPLEX TRADING, LLC

BD
CRD#: 153585
CHICAGO, IL
Past

February 20, 2007 - January 4, 2010

TJM PROPRIETARY TRADING, LLC

BD
CRD#: 125962
CHICAGO, IL
Past

February 20, 2007 - February 2, 2010

TJM INVESTMENTS, LLC

BD
CRD#: 46300
GARDEN CITY, NEW YORK 11530, NY
Past

April 11, 2006 - February 9, 2007

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
DEERFIELD, IL
Past

November 5, 2003 - March 21, 2006

MEADOWBROOK SECURITIES LLC

BD
CRD#: 10578
HOFFMAN ESTATES, 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


State Security Law Exam
RR
Series 63
Date: 1/20/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
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

Current Firm


ME
MATRIX EXECUTIONS, LLC
ITG DERIVATIVES LLC. | YOURTRADE.COM SECURITIES, INC. | REDSKY SECURITIES, LLC | REDSKY SECURITIES, INC. | REDSKY FINANCIAL, LLC | MATRIX EXECUTIONS, LLC | LAKE KATHERINE SECURITIES, LTD.

CRD#: 38455 / SEC#: , 8-48255

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


Main Address
141 W Jackson Blvd Suite 2020a, Chicago, IL 60604
Mailing Address
141 W Jackson Blvd Suite 2020a, Chicago, IL 60604
Phone number
(312) 334-8040
Established
Illinois since 02/14/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MATRIX EXECUTIONS HOLDINGS, LLCMEMBER
GREENBERG, ALLEN DAVIDCHIEF OPERATIONS OFFICER1423999
NAYLOR, JORDAN WILLIAMCHIEF EXECUTIVE OFFICER2502309
RAZA, ZOHAIBCHIEF FINANCIAL OFFICER/FINOP7049272
WILLIAMS, JETAUN JENICECHIEF COMPLIANCE OFFICER & AMLCO3257770

Disclosures


Regulatory Event9

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


MATRIX EXECUTIONS, LLC

CRD#: 38455

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