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PH

Patricia A. Hasegawa

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CRD#: 4847221
PH

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.

Patricia Ann Hasegawa, who also goes by Patricia Ann Caballero Mrs, Patricia Ann Tomb Miss, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 2004. Patricia had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia Ann Caballero Mrs | Patricia Ann Tomb Miss

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

August 18, 2021 - January 11, 2024

LS SECURITIES, LLC

BD
CRD#: 296764
Parsippany, NJ
Past

January 28, 2019 - July 14, 2021

APW CAPITAL, INC.

BD
CRD#: 43814
ROCKAWAY, NJ
Past

May 2, 2016 - January 25, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Bridgewater, NJ
Past

February 9, 2006 - May 2, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
BRIDGEWATER, NJ
Past

September 24, 2004 - December 31, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, 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
Series 63
Date: 7/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LS
LS SECURITIES, LLC
LS SECURITIES, LLC | LUCKYSTRIKE SECURITIES LLC

CRD#: 296764 / SEC#: , 8-70104

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


Main Address
4 Campus Drive, Parsippany, NJ 07054
Mailing Address
4 Campus Drive, Parsippany, NJ 07054
Phone number
(973) 285-3600
Established
Delaware since 07/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SUMMIT FINANCIAL HOLDINGS, LLCSOLE OWNER
BREMER, MICHAEL COLLINCHIEF OPERATIONS OFFICER2286765
HAWKESWORTH, ESMAT BAHARGENERAL COUNSEL5009122
MCELYNN, ANTHONY LAWRENCECHIEF COMPLIANCE OFFICER2267348
STEMPLER, MARA DEBORAHFINOP1807699
WEINMAN, STEVENCEO, DIRECTOR1055954

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


LS SECURITIES, LLC

CRD#: 296764

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