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LL

Luke C. Lampshire

MGI FUNDS DISTRIBUTORS
Denver, CO 80202
Some features on this profile are disabled
CRD#: 5955964
LL

Professional summary


Luke Curtis Lampshire, AIF®, who also goes by Luke Lampshire, is a registered financial professional currently at MGI FUNDS DISTRIBUTORS, LLC located in Denver, Colorado.

Luke is registered as a RR (Registered Representative) and started their career in finance in 2011. Luke has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luke Lampshire

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 Luke Curtis Lampshire'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®
AIF®

Experience


Current

February 11, 2020 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: 1900 Lawrence Street Suite 1900, Denver, CO 80202
BD
CRD#: 35682
Denver, CO
Past

August 5, 2011 - January 2, 2020

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

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
Alaska
(3/2/2020)
RR
Arizona
(3/2/2020)
RR
California
(3/2/2020)
RR
Colorado
(2/28/2020)
RR
Hawaii
(3/2/2020)
RR
Idaho
(3/2/2020)
RR
Montana
(3/2/2020)
RR
Nebraska
(3/2/2020)
RR
Nevada
(3/2/2020)
RR
New Mexico
(3/2/2020)
RR
Oregon
(3/2/2020)
RR
Texas
(3/2/2020)
RR
Utah
(3/2/2020)
RR
Washington
(3/2/2020)
RR
Wyoming
(3/2/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 2/21/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MF
MGI FUNDS DISTRIBUTORS, LLC
MGI FUNDS DISTRIBUTORS, INC. | OFFIT FUNDS DISTRIBUTOR, INC. | MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682 / SEC#: , 8-46960

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


MGI FUNDS DISTRIBUTORS, LLC

CRD#: 35682Denver, CO 80202

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