Marita L. Lachapell
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.
Marita Louise Lachapell, who also goes by Marita Lachapell Adamson, Marita Louise Budek, Marita Lachapell, was a registered financial professional .
Marita is a previously registered financial professional and started their career in finance in 2012. Marita had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 30, 2018 - February 9, 2022
INTEGRITY INVESTORS, L.L.C.
July 6, 2017 - August 30, 2018
CREATIVE FINANCIAL DESIGNS, INC.
July 6, 2017 - August 30, 2018
CFD INVESTMENTS, INC.
October 26, 2012 - June 23, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
October 12, 2012 - June 23, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTEGRITY INVESTORS, L.L.C.
CRD#: 119272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 490 |
| AUM (Assets Under Management) | $ 47,869,663 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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