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MW

Marlon S. Weems

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CRD#: 1133460
MW

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.

Marlon Steven Weems was a registered financial professional .

Marlon is a previously registered financial professional and started their career in finance in 1983. Marlon had worked at 12 firms and has passed the Series 63, Series 65, Series 55, Series 3, Series 7, Series 52, Series 53 and Series 24 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

September 21, 2011 - June 28, 2012

TELSEY ADVISORY GROUP LLC

BD
CRD#: 148234
NEW YORK, NY
Past

December 20, 2006 - June 24, 2011

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

August 25, 2006 - December 20, 2006

TOUSSAINT CAPITAL PARTNERS, LLC

BD
CRD#: 130290
FREEHOLD, NJ
Past

February 17, 2005 - July 10, 2006

MULTITRADE SECURITIES LLC

BD
CRD#: 47485
NEW YORK, NY
Past

September 23, 2004 - January 31, 2005

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

November 4, 2002 - July 19, 2004

SARATOGA CAPITAL MARKETS

BD
CRD#: 120888
NEW YORK, NY
Past

November 5, 2001 - August 15, 2002

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

October 12, 2000 - October 5, 2001

BLAYLOCK & COMPANY, INC.

BD
CRD#: 35669
NEW YORK, NY
Past

May 23, 1996 - May 24, 2000

WEEMS & COMPANY, INC.

BD
CRD#: 30814
LITTLE ROCK, AR
Past

July 21, 1984 - July 1, 1994

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

January 19, 1984 - March 8, 1984

PARK, RYAN, INC.

BD
CRD#: 7154
Past

May 26, 1983 - January 9, 1984

TOWNES & CO., INC.

BD
CRD#: 7034

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: 1/16/1995
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/4/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 55
Date: 12/2/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TA
TELSEY ADVISORY GROUP LLC
TELSEY ADVISORY GROUP LLC | TELSEY CAPITAL GROUP LLC

CRD#: 148234 / SEC#: , 8-67988

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
555 Fifth Ave. 7th Floor, New York, NY, 10017
Mailing Address
555 Fifth Ave. 7th Floor, New York, NY, 10017
Phone number
(212) 973-9700
Established
Delaware since 05/28/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TELSEY HOLDINGS LLCOWNER
ARZU, JERRY STANLEYCFO/FINOP3024670
CHIN, TOM KAIMANAGING DIRECTOR2420035
EKSTEIN, LEIGH EVANVICE CHAIRMAN5111262
FELDMAN, JOSEPH ISAACMANAGING DIRECTOR4260057
NAPOLITANO, AMY ANNCCO4024302
TELSEY, DANA LAURENCEO1289497

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


TELSEY ADVISORY GROUP LLC

CRD#: 148234

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