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Calvin H. Yu

MEMX EXECUTION SERVICES LLC
Jersey City, NJ 07310
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CRD#: 7393676
CY

Professional summary


Calvin Haowen Yu, who also goes by Calvin Yu, is a registered financial professional currently at MEMX EXECUTION SERVICES LLC located in Jersey City, New Jersey.

Calvin is registered as a RR (Registered Representative) and started their career in finance in 2022. Calvin has worked at 2 firms and has passed the Series 63, Series 57TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Calvin Yu

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 Calvin Haowen Yu'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

November 28, 2022 - Present

MEMX EXECUTION SERVICES LLC

Office #1: 525 Washington Boulevard Office 52, Jersey City, NJ 07310Office #2: 525 Washington Boulevard Suite 300, Jersey City, NJ 07310
BD
CRD#: 304129
Jersey City, NJ
Past

January 4, 2022 - July 27, 2022

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY

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
Illinois
(11/28/2022)
RR
New Jersey
(11/28/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 6/14/2022
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/4/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ME
MEMX EXECUTION SERVICES LLC
MEMX EXECUTION SERVICES | MEMX EXECUTION SERVICES LLC

CRD#: 304129 / SEC#: , 8-70449

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


Main Address
525 Washington Boulevard Suite 300, Jersey City, NJ 07310
Mailing Address
382 Ne 191st St Pmb 92178, Miami, FL 33179-3899
Phone number
(201) 331-7900
Established
Delaware since 05/07/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
MEMX HOLDINGS LLCMEMX HOLDINGS LLC
ACHARYA, ISHAANCHIEF FINANCIAL OFFICER5358383
FRANZON, ANDERS WILLIAMGENERAL COUNSEL / SECRETARY
KELLNER, JONATHAN ALANCHIEF EXECUTIVE OFFICER2209043
SAUERWINE, MEGAN LYNNCONTROLLER / FINOP6024362
STRATHMAN, LAUREN MALLORYCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6575150
ZUBA, QUITO JONDIRECTOR, HEAD OF MARKET OPERATIONS4660263

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


MEMX EXECUTION SERVICES LLC

CRD#: 304129Jersey City, NJ 07310

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