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MR

Michael J. Reilly

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CRD#: 1140327
MR

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.

Michael John Reilly was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1983. Michael had worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 24 and Series 8 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 4, 2008 - April 26, 2019

AGENCY TRADING GROUP, INC.

BD
CRD#: 108887
WAYZATA, MN
Past

December 19, 1994 - March 30, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
EDINA, MN
Past

March 13, 1985 - January 13, 1995

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

June 22, 1983 - February 15, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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: 6/22/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/24/1995
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AT
AGENCY TRADING GROUP, INC.
AGENCY TRADING GROUP, INC. | RASMALA INVESTMENTS (U.S.A.) INC. | IHILAL (USA) INC.

CRD#: 108887 / SEC#: , 8-53088

BD
Terminated by SEC on 11/10/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/05/2000
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AGENCY TRADING GROUP HOLDINGS, INC.DIRECT OWNER
BRADFORD, SCOTT CURTISROSFP4213956
LENZMEIER, MICHAEL GERARDFINOP1500614
WHITAKER, JOHN WILLIAM JR.CEO, CCO, PRESIDENT AND SECRETARY4325772

Disclosures


Regulatory Event8

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


AGENCY TRADING GROUP, INC.

CRD#: 108887

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