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EP

Erin K. Preston

WEDBUSH SECURITIES
New York, NY 10019
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CRD#: 5314250
EP

Professional summary


Erin Kathleen Preston, who also goes by Erin K. Preston, Erin K Pribich, is a registered financial professional currently at WEDBUSH SECURITIES INC. located in New York, New York and WEDBUSH & CO., LLC located in New York, New York.

Erin is registered as a RR (Registered Representative) and started their career in finance in 2007. Erin has worked at 6 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Erin K. Preston | Erin K Pribich

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 Erin Kathleen Preston'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 30, 2020 - Present

WEDBUSH SECURITIES INC.

Office #1: 142 West 57th Street 12th Fl, New York, NY 10019
RIA
BD
CRD#: 877
New York, NY
Current

July 4, 2025 - Present

WEDBUSH & CO., LLC

Office #1: 142 West 57th Street 12th Floor, New York, NY 10019
BD
CRD#: 328492
New York, NY
Past

March 25, 2024 - July 15, 2024

WEDBUSH & CO., LLC

BD
CRD#: 328492
NEW YORK, NY
Past

May 7, 2019 - November 19, 2020

NABSECURITIES, LLC

BD
CRD#: 47390
NEW YORK, NY
Past

August 3, 2015 - February 5, 2019

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
New York, NY
Past

November 22, 2011 - August 31, 2012

IBKR SECURITIES SERVICES LLC

BD
CRD#: 33319
GREENWICH, CT
Past

May 7, 2007 - August 31, 2012

INTERACTIVE BROKERS LLC

BD
CRD#: 36418
GREENWICH, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/8/2021)
RR
New York
(11/30/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 8/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


W&
WEDBUSH & CO., LLC
WEDBUSH & CO., LLC

CRD#: 328492 / SEC#: , 8-71158

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


Main Address
142 West 57th Street 12th Floor, New York, NY, 10019
Mailing Address
142 West 57th Street 12th Floor, New York, NY, 10019
Phone number
(212) 931-7088
Established
Delaware since 06/23/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
WEDBUSH FINANCIAL SERVICES, LLCSOLE MEMBER
BILLINGS, DANIEL ERICMANAGER4568232
BULGER, MARK ANDREWCCO5063497
DEMPSEY, FRANCIS BURKEPRESIDENT2428325
DRUCH, ANDREW WALTERMANAGER AND GENERAL COUNSEL1688071
HULTGREN, DONALD WAYNEMANAGER1475369
KIRKMAN, SAMANTHACFO, PFO, COO & POO6892438
WEDBUSH, GARY LANCEMANAGER2234455

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


WEDBUSH & CO., LLC

CRD#: 328492New York, NY 10019

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