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JG

Jessica S. Greenberger

Some features on this profile are disabled
CRD#: 6335674
JG

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.

Jessica Shaya Greenberger, who also goes by Jessica S Greenberger, Shaya Greenberger, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2015. Jessica had worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jessica S Greenberger | Shaya Greenberger

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

September 30, 2017 - April 13, 2018

CAMPBELL LUTYENS & CO. INC.

BD
CRD#: 133376
NEW YORK, NY
Past

August 24, 2015 - September 13, 2017

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
NEW YORK, NY

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
Series 63
Date: 8/28/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/4/2015
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2015
General Securities Representative Examination

Current Firm

CL
CAMPBELL LUTYENS & CO. INC.
CAMPBELL LUTYENS & CO. INC.

CRD#: 133376 / SEC#: , 8-66720

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

Main Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Mailing Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Phone number
(212) 223-8448
Established
Delaware since 03/04/2004
Firm type
Corporation
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CAMPBELL LUTYENS HOLDINGS LIMITEDHOLDING CO. OWNER
COOPER, GERALD LEWISDIRECTOR4848399
DAVIDSSON, CHRISTOFFERPRESIDENT/DIRECTOR3021081
MARROQUIN, GUILLERMODIRECTOR2791001
PANGBORN, JOEL WILLIAMSONCHIEF COMPLIANCE OFFICER5489742
PAOLINO, CHRISTOPHER SRFINANCIAL AND OPERATIONS PRINCIPAL5707178
SANDSTROM, SARAH ANNEDIRECTOR2278556
WIENER, GREGORY SETHAMLCO/DIRECTOR4877612

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

CAMPBELL LUTYENS & CO. INC.

CRD#: 133376

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