Laurie L. Schoenburg
Professional summary
Laurie Levitt Schoenburg, who also goes by Laurie Jill Levitt, Laurie Levitt, Laurie Levitt Schoenburg, Laurie Levitt Schoenburg, Laurie Schoenburg, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in New York, New York.
Laurie is registered as a RR (Registered Representative) and started their career in finance in 2007. Laurie has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Laurie Levitt Schoenburg's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 8, 2024 - Present
ZELMAN PARTNERS, LLC
Office #1: 420 Lexington Avenue Suite 2750, New York, NY 10170May 10, 2019 - August 27, 2024
BOFA SECURITIES, INC.
November 1, 2010 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 30, 2007 - November 1, 2010
BANC OF AMERICA SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ZELMAN PARTNERS, LLC
CRD#: 145187 / SEC#: , 8-67713
Contact information
FINRA licenses (26 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WDIB, LLC | MANAGING MEMBER | |
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | |
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
Red Flags
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