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FIRM PROFILE
Overview
LFT SECURITIES, LLC is located at 425 Walnut Street, Suite 2410, Cincinnati, OH 45202-3931 and was first established at Chicago, Delaware in 06/20/2017. After operating for 8 years, LFT SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LFT SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LFT SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LFT SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LFT SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LFT SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LFT SECURITIES, LLC Comes From
Understanding the Statistics for LFT SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
425 Walnut Street, Suite 2410, Cincinnati, OH 45202-3931
425 Walnut Street, Suite 2410, Cincinnati, OH 45202-3931
Small
(513) 271-0759
Delaware since 06/20/2017
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| LUMA FINANCIAL TECHNOLOGIES, LLC | OWNER, SOLE MEMBER | ||
| BONACCI, TIMOTHY JOHN | PRESIDENT & CEO | 4194271 | |
| JENKINS, ROBERT PATRICK | CHIEF FINANCIAL OFFICER | 6030790 | |
| POGAN, DONALD | COO & POO | 5611677 | |
| RUSSELL, SARAH DETLING | PRINCIPAL FINANCIAL OFFICER & FINOP | 6727189 | |
| STACHE, PAUL GERARD | CHIEF COMPLIANCE OFFICER | 1170097 |
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Advisor's working at LFT SECURITIES, LLC
John Tilson Burhoe
Alexander Charles Weil
Timothy John Bonacci
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