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Lanark Financial, Inc. CRD 17870
$1.78B regulatory AUM 50 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-05-11 |
| NC | RA | APPROVED | 2016-09-19 |
| FL | RA | APPROVED | 2012-07-06 |
Branch Locations
18-22 Bank Street Suite 108, Summit, NJ 07901 • United States
Jacksonville, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Securities, Inc. | Jacksonville | FL | 07/2012 | Present |
B&C Consultants, tutoring, business consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-05 |
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