🏦LTB
Series 79: Section 4
Series 79 practice questioneasyBroker-Dealer Registration

Which of the following entities is NOT required to register as a broker-dealer under Exchange Act Section 15?

  1. AA firm solely effecting trades for its own account as principal
  2. BA bank dealing exclusively in government securities
  3. CA company introducing customer accounts to another broker-dealer
  4. DA commercial bank engaging in permissible securities activities detailed under the Bank Holding Company Act✓ Correct answer
Explanation

Why DA commercial bank engaging in permissible securities activities detailed under the Bank Holding Company Act

Commercial banks that engage only in securities activities permitted under the Bank Holding Company Act are generally exempt from broker-dealer registration. The trap is that many assume all securities activities trigger registration, but permitted banking activities are an exception.

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