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Mary P. Henderson

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CRD#: 1112617
MH

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.

Mary P Henderson, who also goes by Mary Patricia Henderson, Mimi Henderson, Mary P. Henderson, Mary Henderson Querio, Mary Henderson Querior, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1983. Mary had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 52, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Patricia Henderson | Mimi Henderson | Mary P. Henderson | Mary Henderson Querio | Mary Henderson Querior

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 5, 2017 - February 19, 2022

MUNIMATCH CORP DBA VIP INVEST

RIA
CRD#: 284534
Windsor, CA
Past

November 7, 2013 - June 5, 2014

KW SECURITIES CORPORATION

BD
CRD#: 8237
SMITHTOWN, NY
Past

March 3, 1992 - November 29, 2011

HENDERSON CAPITAL PARTNERS, LLC

BD
CRD#: 29323
HEALDSBURG, CA
Past

January 1, 1990 - October 7, 1991

PACIFIC SECURITIES, INC.

BD
CRD#: 6812
SAN FRANCISCO, CA
Past

August 2, 1988 - December 13, 1989

SMITH MITCHELL INVESTMENT GROUP INC.

BD
CRD#: 6987
SEATTLE, WA
Past

March 12, 1985 - June 9, 1988

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

April 11, 1983 - March 26, 1985

ROBERT L. ADLER & CO., INC.

BD
CRD#: 10418

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
IAR
Series 65
Date: 10/27/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MD
MUNIMATCH CORP DBA VIP INVEST
MUNI MATCH CORP DBA MPH CAPITAL | MUNIMATCH CORPORATION | MUNIMATCH CORP DBA VIP INVEST | MUNIMATCH CORP DBA MUNIMATCH INVEST | MUNIMATCH CORP DBA MPH CAPITAL | MUNI MATCH CORPORATION

CRD#: 284534 / SEC#: 801-109915

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Contact information


Main Address
510 Colony Road, Geyserville, CA 95441
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


MUNIMATCH CORP DBA VIP INVEST

CRD#: 284534

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