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Lauren E. Leibowitz

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CRD#: 5733451
LL

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.

Lauren Eve Leibowitz was a registered financial professional .

Lauren is a previously registered financial professional and started their career in finance in 2009. Lauren had worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 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 5, 2011 - November 11, 2016

BANIF FINANCIAL SERVICES, INC.

RIA
CRD#: 138326
CORAL GABLESE, FL
Past

December 10, 2009 - October 13, 2016

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
MIAMI, FL

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
IAR
Series 66
Date: 9/30/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/13/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/27/2011
General Securities Principal Examination

Current Firm

BF
BANIF FINANCIAL SERVICES, INC.
BANIF FINANCIAL SERVICES, INC.

CRD#: 138326 / SEC#:

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Contact information

Main Address
2828 Coral Way Suite 440, Coral Gablese, FL 33145
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

BANIF FINANCIAL SERVICES, INC.

CRD#: 138326

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