LH
Laura Hamilton
PERFORMANCE TRUST CAPITAL PARTNERS
New York, NY 10016
Some features on this profile are disabled
CRD#: 5676442
LH
Professional summary
Laura Hamilton, who also goes by Laura K Hamilton, is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in New York, New York and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois.
Laura is registered as a RR (Registered Representative) and started their career in finance in 2024. Laura has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Laura K Hamilton
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 Laura Hamilton'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
August 15, 2024 - Present
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Office #1: 261 Fifth Avenue, Suite 810 8th Floor, New York, NY 10016BD
CRD#: 36155
New York, NY
Current
November 18, 2024 - Present
MONROE FINANCIAL PARTNERS, INC.
Office #1: 500 W. Madison Suite 450, Chicago, IL 60661BD
CRD#: 2811
CHICAGO, IL
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(9/5/2025)
RR
Alaska(9/5/2025)
RR
Arizona(9/4/2025)
RR
Arkansas(9/5/2025)
RR
California(9/4/2025)
RR
Colorado(9/4/2025)
RR
Connecticut(9/4/2025)
RR
Delaware(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/4/2025)
RR
Georgia(9/4/2025)
RR
Hawaii(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(11/18/2024)
RR
Indiana(9/4/2025)
RR
Iowa(9/4/2025)
RR
Kansas(9/5/2025)
RR
Kentucky(9/4/2025)
RR
Louisiana(9/4/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/4/2025)
RR
Minnesota(9/4/2025)
RR
Mississippi(9/5/2025)
RR
Missouri(9/5/2025)
RR
Montana(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/9/2024)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/8/2025)
RR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/4/2025)
RR
Puerto Rico(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/4/2025)
RR
Utah(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
RR
Wisconsin(9/4/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/15/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
MF
MONROE FINANCIAL PARTNERS, INC.
MONROE FINANCIAL PARTNERS, INC. | MONROE SECURITIES, INC.
CRD#: 2811 / SEC#: , 8-14045
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
500 W. Madison, Suite 450, Chicago, IL 60661
Mailing Address
500 W. Madison, Suite 450, Chicago, IL 60661
Phone number
(312) 521-1000
Established
New York since 07/18/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DILASCIA, DARYLE ANTHONY | PRESIDENT/BOARD MEMBER | 2793078 |
| DOCHERTY, JENNIFER ANN | GENERAL COUNSEL | 4587223 |
| GAZDA, RYAN M | TREASURER, CFO & BOARD MEMBER | 4230980 |
| LOVE, KRISTIN M | SECRETARY, CCO & BOARD MEMBER | 4370951 |
| MCCRARY, TIMOTHY JAMES | HEAD OF TRADING/BOARD MEMBER | 5789747 |
Disclosures
| Regulatory Event | 3 |
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.
