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MT

Michael Tomczyk

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CRD#: 1074720
MT

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.

Michael Tomczyk, who also goes by Michael Allen Tomczyk, Michael Jeffrey Tomczyk, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Allen Tomczyk | Michael Jeffrey Tomczyk

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

February 5, 2014 - June 11, 2015

WHITAKER SECURITIES LLC

BD
CRD#: 121465
MANALAPAN, NJ
Past

September 6, 2011 - October 24, 2013

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

January 23, 1997 - September 13, 2011

FIRST BROKERS SECURITIES LLC

BD
CRD#: 27369
JERSEY CITY, NJ
Past

June 21, 1993 - February 7, 1997

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

July 15, 1991 - May 12, 1993

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

May 29, 1990 - June 18, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

October 5, 1987 - May 29, 1990

JSC SECURITIES, INC.

BD
CRD#: 475
Past

March 20, 1987 - August 29, 1987

W.A. CAPITAL MARKETS

BD
CRD#: 6292
Past

February 29, 1984 - February 18, 1987

WOLFE & HURST BOND BROKERS INC.

BD
CRD#: 8288
Past

July 21, 1983 - October 6, 1983

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

November 24, 1982 - July 25, 1983

HANAUER, STERN & COMPANY,INCORPORATED

BD
CRD#: 7077

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: 2/15/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WS
WHITAKER SECURITIES LLC
QUEST BROKERS | WHITAKER SECURITIES LLC

CRD#: 121465 / SEC#: , 8-65419

BD
Terminated by SEC on 09/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/13/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NICOSIA, ROSALIE MARGARETCHIEF COMPLIANCE OFFICER, CRCP4239124

Disclosures


Regulatory Event6

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


WHITAKER SECURITIES LLC

CRD#: 121465

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