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MJ

Mahesh P. Jhala

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CRD#: 1120916
MJ

Professional summary


Mahesh Pravin Jhala was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mahesh is a previously registered financial advisor and started their career in finance in 1983. Prior to being barred, Mahesh had worked at 13 firms, which includes INVESTORS CAPITAL CORP., QUESTAR CAPITAL CORPORATION, EASTERN POINT ADVISORS INC., CAPITAL BROKERAGE CORPORATION, FORTH FINANCIAL SECURITIES CORPORATION, LPL FINANCIAL LLC, LINSCO FINANCIAL GROUP INC., RADFORD CAPITAL CORPORATION, E.R. KELLER & CO. INC., FIRST CLEVELAND INVESTMENTS INC., MML INVESTORS SERVICES LLC, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, WS GRIFFITH SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mahesh P Jhala | Mahesh Pravinrai Jhala | Mike Jhala

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 11, 2005 - February 25, 2010

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
MAYFIELD VILLAGE, OH
Past

January 2, 2003 - January 29, 2003

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

April 29, 1999 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
CLEVELAND, OH
Past

December 16, 1998 - February 25, 2010

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

December 1, 1997 - December 15, 1998

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

April 27, 1990 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

December 16, 1989 - April 26, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 15, 1987 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

April 17, 1985 - January 15, 1987

RADFORD CAPITAL CORPORATION

BD
CRD#: 10480
Past

September 4, 1984 - December 22, 1986

E.R. KELLER & CO., INC.

BD
CRD#: 10715
Past

January 9, 1984 - April 25, 1985

FIRST CLEVELAND INVESTMENTS, INC.

BD
CRD#: 3928
Past

November 11, 1983 - March 5, 1984

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

September 1, 1983 - March 6, 1984

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

June 22, 1983 - October 18, 1983

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

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: 3/8/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IC
INVESTORS CAPITAL CORP.
INVESTORS CAPITAL ADVISORY | INVESTORS CAPITAL CORP.

CRD#: 30613 / SEC#: 801-62341, 8-45054

BD
Terminated by SEC on 01/17/2017
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Contact information


Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
Established
Massachusetts since 07/06/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ICA PART 2A BROCHURE & APPENDIX 1 (10/5/2016)

Direct owners and executive officers


NamePositionCRD#
INVESTORS CAPITAL HOLDINGS, LLCOWNER
BRETON, BERNARD ANDREBD CHIEF COMPLIANCE OFFICER2030660
OLSON, GREGORY ALANSECRETARY2692482
SHELSON, MARK PAULTREASURER1819252
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604

Disclosures


Regulatory Event22
Arbitration11

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


INVESTORS CAPITAL CORP.

CRD#: 30613

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