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GM

Gregory J. Mouen

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CRD#: 1125724
GM

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.

Gregory John Mouen, who also goes by Greg Mouen, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1983. Gregory had worked at 10 firms and has passed the Series 63, Series 7, Series 24, Series 27 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Mouen

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

April 6, 1995 - August 28, 1995

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

April 13, 1994 - February 13, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

October 29, 1992 - March 16, 1994

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

April 18, 1991 - August 20, 1992

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

December 20, 1989 - February 6, 1990

DOW, OWEN & CO., INC.

BD
CRD#: 22707
Past

March 13, 1989 - September 21, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 16, 1988 - July 25, 1988

STERNS-MCGRAW FINANCIAL CORP.

BD
CRD#: 21330
Past

June 26, 1986 - February 10, 1988

BROWNSTONE-SMITH SECURITIES CORP.

BD
CRD#: 17118
Past

February 5, 1986 - May 14, 1986

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Past

March 3, 1985 - February 5, 1986

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

February 12, 1985 - March 22, 1985

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Past

May 27, 1983 - May 14, 1986

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

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: 12/14/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AS
AUGMENT SECURITIES INC.
AUGMENT SECURITIES INC. | ST. JAMES SECURITIES INCORPORATED | SPENCER TRASK VENTURES, INC. | SPENCER TRASK SECURITIES INCORPORATED

CRD#: 28373 / SEC#: , 8-43665

BD
Terminated by SEC on 06/26/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/11/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SPENCER TRASK & CO.SHAREHOLDER
COHEN, EDWARD BARRYFINOP1029283
SHANLEY, JAMES THOMASPRESIDENT & CHIEF COMPLIANCE OFFICER839313
SOLER, LYDIA MVICE PRESIDENT1602404

Disclosures


Regulatory Event4
Arbitration2

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


AUGMENT SECURITIES INC.

CRD#: 28373

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