EP
Erik L. Primosch
EQT PARTNERS BD
New York, NY 10167
Some features on this profile are disabled
CRD#: 5560465
EP
Professional summary
Erik Lawrence Primosch, who also goes by Primosch Lawrence Erik, is a registered financial professional currently at EQT PARTNERS BD, LLC located in New York, New York.
Erik is registered as a RR (Registered Representative) and started their career in finance in 2008. Erik has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Primosch Lawrence Erik
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.
CRS (Client Relationship Summary) - BD
Click below to view Erik Lawrence Primosch'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®
NoneExperience
Current
July 6, 2023 - Present
EQT PARTNERS BD, LLC
Office #1: 245 Park Avenue 34th Floor, New York, NY, 10167BD
CRD#: 322826
New York, NY
Past
August 13, 2008 - June 9, 2023
CCO CAPITAL, LLC
BD
CRD#: 31147
PHOENIX, AZ
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
Alabama(7/24/2023)
RR
Alaska(7/24/2023)
RR
Arizona(7/24/2023)
RR
Arkansas(7/24/2023)
RR
California(7/24/2023)
RR
Colorado(7/24/2023)
RR
Connecticut(7/24/2023)
RR
Delaware(7/24/2023)
RR
District of Columbia(7/24/2023)
RR
Florida(7/24/2023)
RR
Georgia(7/24/2023)
RR
Hawaii(7/24/2023)
RR
Idaho(7/24/2023)
RR
Illinois(7/24/2023)
RR
Indiana(7/24/2023)
RR
Iowa(7/24/2023)
RR
Kansas(7/24/2023)
RR
Kentucky(7/24/2023)
RR
Louisiana(7/24/2023)
RR
Maine(7/24/2023)
RR
Maryland(7/24/2023)
RR
Massachusetts(7/24/2023)
RR
Michigan(7/24/2023)
RR
Minnesota(8/8/2023)
RR
Mississippi(7/24/2023)
RR
Missouri(7/24/2023)
RR
Montana(7/24/2023)
RR
Nebraska(7/24/2023)
RR
Nevada(7/24/2023)
RR
New Hampshire(7/24/2023)
RR
New Jersey(7/24/2023)
RR
New Mexico(7/24/2023)
RR
New York(7/24/2023)
RR
North Carolina(7/24/2023)
RR
North Dakota(7/24/2023)
RR
Ohio(7/24/2023)
RR
Oklahoma(7/24/2023)
RR
Oregon(7/24/2023)
RR
Pennsylvania(7/24/2023)
RR
Puerto Rico(7/24/2023)
RR
Rhode Island(7/24/2023)
RR
South Carolina(7/24/2023)
RR
South Dakota(7/24/2023)
RR
Tennessee(7/24/2023)
RR
Texas(7/24/2023)
RR
Utah(7/24/2023)
RR
Vermont(7/24/2023)
RR
Virgin Islands(7/24/2023)
RR
Virginia(7/24/2023)
RR
Washington(7/24/2023)
RR
West Virginia(7/24/2023)
RR
Wisconsin(7/24/2023)
RR
Wyoming(7/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
EQT PARTNERS BD, LLC
EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC
CRD#: 322826 / SEC#: , 8-70966
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Mailing Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Phone number
(484) 531-7456
Established
Delaware since 07/28/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
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.
