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ML

Matthew P. Leidlein

RCM SECURITIES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5878351
ML

Professional summary


Matthew Peter Leidlein is a registered financial professional currently at RCM SECURITIES located in Chicago, Illinois.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 56 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) - BD


Click below to view Matthew Peter Leidlein's CRS (Customer Relationship Summary).
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

September 20, 2018 - Present

RCM SECURITIES

Office #1: 318 W Adams St Floor 10, Chicago, IL 60606Office #2: 318 W Adams, Floor 10, Chicago, IL 60606
BD
CRD#: 15548
Chicago, IL
Past

October 12, 2017 - September 10, 2018

MARCH CAPITAL CORP.

BD
CRD#: 24142
CHICAGO, IL
Past

September 16, 2014 - April 21, 2015

G2 TRADING LLC

BD
CRD#: 159978
CHICAGO, IL
Past

April 1, 2013 - August 26, 2014

ARCHELON LLC

BD
CRD#: 43187
CHICAGO, IL
Past

April 8, 2011 - June 13, 2011

LUPO SECURITIES, LLC

BD
CRD#: 43761
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
Illinois
(9/20/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 56
Date: 3/30/2013
Proprietary Trader Qualification Examination
SRO Registrations
RR
FINRA

Current Firm


RS
RCM SECURITIES
CHANDER P. WADHWA | WADHWA, CHANDER P. | SNC CAPITAL MANGEMENT CORP. | SNC CAPITAL MANAGEMENT LLC | SNC CAPITAL MANAGEMENT CORP. | SNC CAPITAL MANAGEMENT CORP | RCM SECURITIES CORP | RCM SECURITIES

CRD#: 15548 / SEC#: , 8-33866

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


Main Address
318 W Adams St Floor 10, Chicago, IL 60606
Mailing Address
318 W Adams St Floor 10, Chicago, IL 60606
Phone number
31287011530
Established
Illinois since 01/21/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SWEENEY, EDMUND JOSEPHCCO4566276
SWEENEY, EDMUND JOSEPHCEO4566276
3PEAS LLCOWNER
NAVILLUS CAPITAL LLCOWNER
RIEGER, PAUL JOSEPHBROKER5862030
SULLIVAN, TAMMY NAUGHTONSECRETARY4653089

Disclosures


Regulatory Event4
Arbitration1

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


RCM SECURITIES

CRD#: 15548Chicago, IL 60606

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