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Jonathan David ming Lockhart

Avatar Securities, LLC

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About Jonathan David ming Lockhart

Jonathan Lockhart has been active in the financial services industry since April 1, 2015. Jonathan currently works at Avatar Securities, LLC, based in NEW YORK, NY. Jonathan holds a Series 7, Series 55 and SIE license. Jonathan was previously registered with TRILLIUM TRADING LLC in NEW YORK, NY.

Firm Information

Jonathan Lockhart is currently registered with Avatar Securities, LLC. Avatar Securities, LLC is a Limited Liability Company formed on May 14, 2008. The firm has one approved SEC registration and is currently approved.

Not reported

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jonathan Lockhart’s Registration & Firm History

NY

09/04/2018 - Present

Avatar Securities, LLC (NEW YORK NY)

NY

08/02/2006 - 01/04/2010

TRILLIUM TRADING LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Jonathan David ming Lockhart.
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