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JL

Julia A. Lohrmann

Some features on this profile are disabled
CRD#: 5071154
JL

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.

Julia Ann Lohrmann was a registered financial professional .

Julia is a previously registered financial professional and started their career in finance in 2006. Julia had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 22 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)

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

July 17, 2017 - May 18, 2018

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

September 5, 2014 - December 27, 2016

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

September 9, 2013 - September 4, 2014

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
WHITE PLAINS, NY
Past

May 16, 2006 - November 8, 2012

GRV SECURITIES LLC

BD
CRD#: 138348
CHICAGO, 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: 4/26/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/30/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/27/2005
Direct Participation Programs Representative Examination

Current Firm

SS
SHARENETT SECURITIES LLC
MORNINGSIDE SECURITIES, LLC | SHARENETT SECURITIES LLC

CRD#: 151011 / SEC#: , 8-68326

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

Main Address
575 Fifth Avenue, Suite 17-119, New York, NY 10017
Mailing Address
575 Fifth Avenue 14th Floor, New York, NY, 10017
Phone number
(917) 302-6984
Established
New York since 02/25/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
SHARENETT HOLDINGS LLCOWNER
DOLEZAL, PETER MARTINCEO/PRESIDENT/CCO4119021
FIALA, ANGELA MARIAPOO5163386
MASTERS, KEVIN CRAWFORDFINOP/PFO2730013

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

SHARENETT SECURITIES LLC

CRD#: 151011

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