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Steven K. Bilby

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CRD#: 724935
SB

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.

Steven Kent Bilby was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1981. Steven had worked at 13 firms and has passed the Series 63, SIE, Series 55, Series 15, Series 5 and Series 7 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)


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

May 30, 2013 - February 18, 2020

LPS CAPITAL LLC

BD
CRD#: 155246
NEW YORK, NY
Past

July 30, 2012 - June 3, 2013

OPEN TO THE PUBLIC INVESTING, INC.

BD
CRD#: 127818
NEW YORK, NY
Past

October 5, 2006 - February 5, 2007

CREDITEX GROUP, INC.

BD
CRD#: 47847
NEW YORK, NY
Past

October 5, 2006 - March 8, 2012

ICE BONDS SECURITIES CORPORATION

BD
CRD#: 123635
NEW YORK, NY
Past

January 23, 2001 - September 18, 2006

MCFADDEN, FARRELL & SMITH, L.P.

BD
CRD#: 26245
NEW YORK, NY
Past

February 4, 2000 - February 15, 2001

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

September 9, 1996 - September 10, 1999

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

August 1, 1996 - February 16, 2000

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

August 1, 1996 - February 18, 2000

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

June 6, 1994 - May 15, 1996

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ
Past

November 24, 1987 - March 8, 1994

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ
Past

October 16, 1985 - December 12, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 10, 1984 - September 19, 1985

GEEK SECURITIES, INC.

BD
CRD#: 14834
Past

February 23, 1981 - October 13, 1984

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/23/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/19/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 15
Date: 6/12/1984
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 10/14/1981
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


LC
LPS CAPITAL LLC
DISCOUNT MUNICIPAL BOND CORP. | TORREY PINES WEALTH MANAGEMENT, INC. | LPS PARTNERS INC. | LPS CAPITAL LLC

CRD#: 155246 / SEC#: , 8-68706

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


Main Address
600 Lexington Avenue Suite 502, New York, NY 10022
Mailing Address
600 Lexinggton Avenue Suite 502, New York, NY 10022
Phone number
(212) 441-3810
Established
California since 05/18/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
LPS PARTNERS LLCOWNER
MEENAN, MICHAEL JSUPERVISING PRINCIPAL5368683
TARLETON, JOHN WILLIAMPRESIDENT, CCO, FINOP1631047

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


LPS CAPITAL LLC

CRD#: 155246

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