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MF

Mark Foglia

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CRD#: 1076813
MF

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 Foglia, who also goes by Mark Foley, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1982. Mark had worked at 13 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Foley

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

January 28, 1994 - February 23, 1994

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

June 24, 1992 - December 2, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

April 1, 1992 - June 2, 1992

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

December 17, 1987 - April 11, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

November 17, 1987 - April 11, 1990

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

November 4, 1987 - November 25, 1987

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

October 16, 1987 - October 29, 1987

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

November 6, 1986 - October 8, 1987

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

February 10, 1986 - November 10, 1986

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693
PARAMUS, NJ
Past

October 29, 1985 - April 22, 1986

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

September 13, 1985 - September 30, 1985

R.H. STEWART & CO., INC.

BD
CRD#: 13673
Past

June 29, 1985 - September 10, 1985

BRODIS SECURITIES INCORPORATED

BD
CRD#: 1135
Past

October 26, 1984 - June 7, 1985

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

August 7, 1984 - October 1, 1984

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

December 23, 1983 - August 22, 1984

NORBAY SECURITIES INC.

BD
CRD#: 5431
Past

November 24, 1982 - March 12, 1984

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 6/9/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TW
THE WELLINGTON GROUP, INC.
CONCORDE BROKERAGE CORP. | THE WELLINGTON GROUP, INC.

CRD#: 17814 / SEC#: , 8-35774

BD
Cancelled by SEC on 04/23/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/05/1986
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


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


THE WELLINGTON GROUP, INC.

CRD#: 17814

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