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KL

Katherine S. Lamper

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CRD#: 5202959
KL

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.

Katherine S Lamper was a registered financial professional .

Katherine is a previously registered financial professional and started their career in finance in 2007. Katherine had worked at 2 firms and has passed the Series 63 and Series 7 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

January 6, 2010 - November 30, 2012

SMBC NIKKO SECURITIES AMERICA, INC.

BD
CRD#: 28602
NEW YORK, NY
Past

March 5, 2007 - January 4, 2010

COMMERZ MARKETS LLC

BD
CRD#: 41957
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
Series 63
Date: 1/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SN
SMBC NIKKO SECURITIES AMERICA, INC.
SMBC NIKKO SECURITIES AMERICA, INC. | SUMITOMO BANK SECURITIES, INC. | SMBC SECURITIES, INC.

CRD#: 28602 / SEC#: , 8-43852

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


Main Address
277 Park Avenue Fifth Floor, New York, NY 10172
Mailing Address
277 Park Avenue Fifth Floor, New York, NY 10172
Phone number
(212) 224-5300
Established
Delaware since 08/08/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SMBC AMERICAS HOLDINGS, INC.SHAREHOLDER
ASHBY, SCOTT ALLENPRESIDENT, CEO, DIRECTOR, CO-HEAD OF COVERAGE & CAPITAL MARKETS, EXECUTIVE COMMITTEE MEMBER2883181
DAVISON, RICHARD PATRICKDIRECTOR4890514
EISENBERG, RICHARD ALLANDEPUTY PRESIDENT, DIRECTOR, CO-HEAD OF COVERAGE & CAPITAL MARKETS, EXECUTIVE COMMITTEE MEMBER3118461
ISHIKAWA, TSUKASADEPUTY PRESIDENT, DIRECTOR, CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER7948966
KAWARA, AKIHIRODEPUTY HEAD OF GLOBAL MARKETS, AMERICAS, DIRECTOR, CHAIRPERSON OF THE BOARD7471377
KEE, DAVIDDEPUTY PRESIDENT, EXECUTIVE COMMITTEE MEMBER6238539
KIM, SANGJOONCHIEF RISK OFFICER, EXECUTIVE COMMITTEE MEMBER2545295
KRANZ, AVERY HCHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER2795963
NONAKA, MASAHITOHEAD OF GLOBAL MARKETS, AMERICAS, DEPUTY PRESIDENT, DIRECTOR, EXECUTIVE COMMITTEE MEMBER7221513
OISHI, SHUMPEIDEPUTY PRESIDENT, EXECUTIVE COMMITTEE MEMBER6100774
PIETRO, BRIANFINOP, PRINCIPAL OPERATIONS OFFICER, DEPUTY CHIEF OPERATING OFFICER, EXECUTIVE COMMITTEE MEMBER5323643
TUN, NATHANPRINCIPAL FINANCIAL OFFICER5551828

Disclosures


Regulatory Event1

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


SMBC NIKKO SECURITIES AMERICA, INC.

CRD#: 28602

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