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AM

Amanda M. Marroquin

CONSOLIDATED TRADING LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5195369
AM

Professional summary

Amanda M Marroquin, who also goes by Amanda M Albrecht, Amanda Marie Albrecht, is a registered financial professional currently at CONSOLIDATED TRADING LLC located in Chicago, Illinois and LAMBERSON CAPITAL LLC located in Chicago, Illinois.

Amanda is registered as a RR (Registered Representative) and started their career in finance in 2006. Amanda has worked at 4 firms and has passed the SIE, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amanda M Albrecht | Amanda Marie Albrecht

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) - BD

Click below to view Amanda M Marroquin's CRS (Customer Relationship Summary).

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

Current

November 28, 2012 - Present

CONSOLIDATED TRADING LLC

Office #1: 71s. Wacker Suite 2300, Chicago, IL 60606
BD
CRD#: 117726
Chicago, IL
Current

April 4, 2016 - Present

LAMBERSON CAPITAL LLC

Office #1: 71 S. Wacker, Suite 2300, Chicago, IL 60606
BD
CRD#: 282040
Chicago, IL
Past

February 18, 2009 - November 24, 2010

BEST DIRECT SECURITIES, LLC

BD
CRD#: 146053
CEDAR FALLS, IA
Past

September 21, 2006 - February 14, 2007

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA

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

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 2/18/2014
Financial and Operations Principal Examination
SRO Registrations
RR
Cboe Exchange, Inc.

Current Firm

LC
LAMBERSON CAPITAL LLC
LAMBERSON CAPITAL LLC

CRD#: 282040 / SEC#: , 8-69698

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

Main Address
71 S. Wacker, Suite 2300, Chicago, IL 60606
Mailing Address
71 S. Wacker, Suite 2300, Chicago, IL 60606
Phone number
(312) 360-7300
Established
Illinois since 09/18/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CDL, LLCMEMBER
LAMBERSON, COLBY DAVIDCHIEF COMPLIANCE OFFICER
LAMBERSON, COLBY DAVIDOWNER / MANAGER

Disclosures

Regulatory Event2

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

LAMBERSON CAPITAL LLC

CRD#: 282040Chicago, IL 60606

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