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Lisa Acca

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CRD#: 4661358
LA

Professional summary


Lisa Acca was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Lisa is a previously registered financial advisor and started their career in finance in 2003. Prior to being barred, Lisa had worked at 5 firms, which includes ARIVE CAPITAL MARKETS, GLOBAL ARENA CAPITAL CORP, EQUITY SERVICES INC., ESSEX NATIONAL SECURITIES LLC, EQUITABLE ADVISORS LLC.

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)


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

April 20, 2015 - October 23, 2017

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
Bay Ridge, NY
Past

August 10, 2011 - April 21, 2015

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

June 8, 2010 - October 12, 2010

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

June 18, 2009 - October 12, 2010

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

January 14, 2009 - March 26, 2009

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
STATEN ISLAND, NY
Past

January 14, 2009 - March 26, 2009

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
STATEN ISLAND, NY
Past

September 12, 2003 - January 21, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

June 30, 2003 - January 21, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
IAR
Series 66
Date: 9/11/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ARIVE CAPITAL MARKETS
ARIVE CAPITAL MARKETS | REID AND ASSOCIATES, LLC | REID AND ASSOCIATES | REID & GILMOUR

CRD#: 8060 / SEC#: , 8-43350

BD
Terminated by SEC on 07/02/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIBERTY VIEW HOLDINGS LLCDIRECT OWNER
ARIVE HOLDINGS, LLCDIRECT OWNER
UNIFIED WEALTH MANAGEMENT LLCDIRECT OWNER
KRISPEAL, RAQUEL ECCO5733217
SULLIVAN, THOMAS FRANCISCFO/FINOP1145000

Disclosures


Regulatory Event3

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


ARIVE CAPITAL MARKETS

CRD#: 8060

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