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MG

Mark R. Grewe

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CRD#: 1039323
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Robert Grewe was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1982. Mark had worked at 12 firms and has passed the Series 63, SIE, Series 55, Series 15, Series 7, Series 14, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 29, 2015 - October 11, 2016

DRIVEWEALTH, LLC

BD
CRD#: 165429
Chatham, NJ
Past

June 19, 2013 - May 2, 2014

RABO SECURITIES USA, INC.

BD
CRD#: 122657
NEW YORK, NY
Past

September 15, 2009 - April 23, 2013

FM PARTNERS HOLDINGS LLC

BD
CRD#: 134736
NEW YORK, NY
Past

June 10, 2002 - November 19, 2007

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 12, 2001 - September 26, 2001

MILLENNIUM CLEARING COMPANY, LLC

BD
CRD#: 104240
JERSEY CITY, NJ
Past

February 2, 2001 - June 4, 2002

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

May 1, 2000 - February 2, 2001

NEBRASKA HUDSON COMPANY, INC.

BD
CRD#: 27501
OMAHA, NE
Past

May 17, 1994 - May 11, 2000

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

August 16, 1993 - May 18, 1994

M. J. WHITMAN, INC.

BD
CRD#: 27870
NEW YORK, NY
Past

October 1, 1983 - December 14, 1984

MARVEST SECURITIES, INC.

BD
CRD#: 10938
Past

November 19, 1982 - April 13, 1983

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
Past

March 31, 1982 - November 2, 1982

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 15
Date: 12/6/1982
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 2/25/1996
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DL
DRIVEWEALTH, LLC
DRIVEWEALTH, LLC | MYSOLOMEO, LLC

CRD#: 165429 / SEC#: , 8-69161

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


Main Address
28 Liberty Street 50th Floor, New York, NY 10005
Mailing Address
28 Liberty Street 50th Floor, New York, NY 10005
Phone number
(973) 559-6750
Established
New Jersey since 05/24/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DRIVEWEALTH HOLDINGS, INC.SOLE MEMBER
BLANGIARDO, ALESSIOFINANCIAL & OPERATIONS PRINCIPAL5600541
ILARIO, ANTHONYCOO2262100
LAMKE, JAMES DANIELCHIEF COMPLIANCE OFFICER1418047
PALAPARTHI, VENU MADHAVCHIEF EXECUTIVE OFFICER2437777
POND, ERICROSFP6069469
QUINONES, VINCENT JOSEPHHEAD OF EXECUTION SERVICES4308610

Disclosures


Regulatory Event1

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


DRIVEWEALTH, LLC

CRD#: 165429

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