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CL

Curtis S. Lane

MTS SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 718950
CL

Professional summary


Curtis Scott Lane is a registered financial professional currently at MTS SECURITIES, LLC located in New York, New York.

Curtis is registered as a RR (Registered Representative) and started their career in finance in 1980. Curtis has worked at 4 firms and has passed the Series 79TO, Series 99TO, 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) - BD


Click below to view Curtis Scott Lane'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®
None

Experience


Current

May 24, 2002 - Present

MTS SECURITIES, LLC

Office #1: 623 Fifth Avenue 14th Floor, New York, NY 10022
BD
CRD#: 104059
New York, NY
Past

October 25, 2000 - October 16, 2001

LINC SECURITIES CORPORATION

BD
CRD#: 16690
CHICAGO, IL
Past

October 14, 1985 - December 17, 1998

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 21, 1980 - July 9, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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
Colorado
(4/7/2008)
RR
District of Columbia
(4/15/2008)
RR
Louisiana
(4/4/2008)
RR
Maryland
(4/8/2008)
RR
New York
(6/5/2002)
RR
Ohio
(4/4/2008)
RR
Puerto Rico
(4/7/2008)
RR
Vermont
(4/8/2008)

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MTS SECURITIES, LLC
KPS KAPITAL, LLC | MTS SECURITIES, LLC

CRD#: 104059 / SEC#: , 8-52515

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


Main Address
623 Fifth Avenue 14th Floor, New York, NY 10022
Mailing Address
623 Fifth Avenue 14th Floor, New York, NY 10022
Phone number
(212) 887-2100
Established
Delaware since 08/10/2001
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#
MTS HEALTH PARTNERS, LLCOWNER
CONROY, DENNIS MICHAELFINOP/CFO3222121
DARITA-OPPENHEIM, LUCYCHIEF COMPLIANCE OFFICER2801418
EPSTEIN, MARK ELLIOTGENERAL PRINCIPAL2274559
LANE, CURTIS SCOTTMANAGING MEMBER/DESIGNATED PRINCIPAL718950

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


MTS SECURITIES, LLC

CRD#: 104059New York, NY 10022

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