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LM

Lara Mcgillicuddy

INTE SECURITIES LLC
Boca Raton, FL 33433
Some features on this profile are disabled
CRD#: 7190421
LM

Professional summary

Lara Mcgillicuddy, who also goes by Lara Elizabeth Eitner, Lara Elizabeth Schulz, is a registered financial professional currently at INTE SECURITIES LLC located in Boca Raton, Florida.

Lara is registered as a RR (Registered Representative) and started their career in finance in 2019. Lara has worked at 3 firms and has passed the Series 63, Series 82TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lara Elizabeth Eitner | Lara Elizabeth Schulz

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 Lara Mcgillicuddy'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

February 10, 2026 - Present

INTE SECURITIES LLC

Office #1: 7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
BD
CRD#: 47107
Boca Raton, FL
Past

January 22, 2025 - February 10, 2026

UMERGENCE LLC

BD
CRD#: 284368
PLANTSVILLE, CT
Past

November 5, 2019 - March 20, 2024

WEILD & CO.

BD
CRD#: 132398
BOULDER, 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
Arizona
(2/10/2026)
RR
California
(2/10/2026)
RR
Connecticut
(2/12/2026)
RR
Ohio
(2/11/2026)
RR
Texas
(2/11/2026)
RR
Utah
(2/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/18/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/2/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INTE SECURITIES LLC
EQUINOX SECURITIES, LLC | TRUMP SECURITIES, LLC | INTE SECURITIES LLC

CRD#: 47107 / SEC#: , 8-51667

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

Main Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Mailing Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Phone number
(212) 897-1694
Established
Florida since 08/14/2018
Firm type
Limited Liability Company
Fiscal year end
June
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

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SPINDEL, ALANMEMBER6141844
SPINDEL, HOWARDMEMBER708042
SPINDEL, JAYMEMBER1839344
STUPAY, MICHAEL ELLIOTMEMBER2287906
STUPAY, SHELLEYMEMBER5570644
OBSBAUM, FREDRIC MICHAELCCO1160811

Disclosures

Regulatory Event1

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

INTE SECURITIES LLC

CRD#: 47107Boca Raton, FL 33433

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