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MT

Martin Tamaroff

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CRD#: 1092467
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.

Martin Tamaroff was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1983. Martin had worked at 8 firms and has passed the Series 63, SIE and Series 7 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

December 7, 2015 - November 22, 2017

BB&T SECURITIES, LLC

RIA
CRD#: 142785
FT LAUDERDALE, FL
Past

December 4, 2015 - November 22, 2017

BB&T SECURITIES, LLC

BD
CRD#: 142785
FT LAUDERDALE, FL
Past

July 1, 2003 - September 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
AVENTURA, FL
Past

July 1, 2003 - September 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
AVENTURA, FL
Past

October 18, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
AVENTURA, FL
Past

October 13, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 11, 1996 - October 20, 2000

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 31, 1990 - April 1, 1996

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

August 10, 1984 - January 24, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 19, 1983 - August 21, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

March 23, 1983 - October 13, 1983

HALPERT AND COMPANY, INC.

BD
CRD#: 7094

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: 12/20/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BS
BB&T SECURITIES, LLC
BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES | STERLING ADVISORS, A DIVISION OF BB&T SECURITIES, LLC | CLEARVIEW CORRESPONDENT SERVICES, LLC | BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES, LLC | BB&T SCOTT & STRINGFELLOW, A DIVISION OF BB&T SECURITIES | BB&T INVESTMENTS - A DIVISION OF BB&T SECURITIES, LLC | BB&T INVESTMENTS | BB&T CAPITAL MARKETS/WINDSOR GROUP, A DIVISION OF BB&T SECURITIES, LLC | BB&T CAPITAL MARKETS, A DIVISION OF BB&T SECURITIES, LLC

CRD#: 142785 / SEC#: 801-77145, 8-67486

BD
Terminated by SEC on 06/29/2021
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Contact information


Main Address
901 East Byrd Street Riverfront Plaza, West Tower, Richmond, VA 23219
Mailing Address
Phone number
Established
Delaware since 08/11/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP FEE PROGRAMS 12.15.20 (12/15/2020)

Direct owners and executive officers


NamePositionCRD#
TRUIST FINANCIAL CORPORATIONSOLE MEMBER
CRAM, BRYAN SCOTTCHIEF EXECUTIVE OFFICER/BOARD OF MANAGERS2723431
HECHTLINGER, SUSANCHIEF COMPLIANCE OFFICER/ BOARD OF MANAGERS2890466
MCCALLUM, CHARLES FALCONER IIIHEAD OF SUPERVISION/BOARD OF MANAGERS2697260
RIP, OLGAPRINCIPAL FINANCIAL OFFICER5440553
SPEETJENS, FELICIA ANNHEAD OF PRODUCT/BOARD OF MANAGERS3197366
TYSON, TONYA BELFIELDPRINCIPAL OPERATIONS OFFICER1987448

Disclosures


Regulatory Event49
Civil Event1
Arbitration1

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


BB&T SECURITIES, LLC

CRD#: 142785

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