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MB

Mary E. Bell

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CRD#: 1141623
MB

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 Ellen Bell, who also goes by Mary Ellen Dacumos, Mary Ellen Dacumosfourkan, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1996. Mary had worked at 16 firms and has passed the Series 63 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Ellen Dacumos | Mary Ellen Dacumosfourkan

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 5, 2012 - March 17, 2014

N4 FINANCIAL, INC.

BD
CRD#: 134581
REDWOOD CITY, CA
Past

August 8, 2003 - November 25, 2003

LORING WARD SECURITIES INC.

BD
CRD#: 46337
SAN JOSE, CA
Past

January 17, 2003 - June 16, 2014

WESTERN PACIFIC SECURITIES, INC.

BD
CRD#: 26354
FRESNO, CA
Past

January 10, 2003 - February 13, 2007

GREENBOOK SECURITIES, INC.

BD
CRD#: 121447
SAN DIEGO, CA
Past

November 19, 2002 - January 16, 2007

TRADING LLC

BD
CRD#: 122099
GREAT NECK, NY
Past

August 7, 2001 - December 13, 2012

INSTREAM PARTNERS LLC

BD
CRD#: 110443
MENLO PARK, CA
Past

January 25, 2001 - November 3, 2006

RANGE GLOBAL LLC

BD
CRD#: 104393
FALLS VILLAGE, CT
Past

April 24, 2000 - September 22, 2009

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

February 18, 2000 - August 29, 2001

ASI INVESTMENTS, INC.

BD
CRD#: 47780
BUENA PARK, CA
Past

June 3, 1998 - October 8, 2007

WESTERN MUNICIPAL SECURITIES CORPORATION

BD
CRD#: 44221
TURLOCK, CA
Past

February 5, 1997 - December 23, 2011

LIGHTHOUSE CAPITAL CORPORATION

BD
CRD#: 41812
MONTEREY, CA
Past

December 9, 1996 - January 24, 2003

WHITESTONE CAPITAL MARKETS, L.P.

BD
CRD#: 36908
NEW YORK, NY
Past

July 31, 1996 - June 10, 2002

SUNLOGIC SECURITIES, INC.

BD
CRD#: 38054
NEWARK, CA
Past

July 24, 1996 - September 1, 2000

EBOND SECURITIES INC.

BD
CRD#: 40262
NEW YORK, NY
Past

June 20, 1996 - March 3, 2014

JRL CAPITAL CORPORATION

BD
CRD#: 10225
IRVINE, CA
Past

June 6, 1996 - December 12, 1996

CAZENAVE AND CO., INC.

BD
CRD#: 20721
WESTMINSTER, CO

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: 11/30/1995
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 28
Date: 5/30/1996
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


NF
N4 FINANCIAL, INC.
ALCHEMY ALTERNATIVES, INC. | N4 FINANCIAL, INC. | N3 FINANCIAL, INC. | BARASTONE CAPITAL, INC.

CRD#: 134581 / SEC#: , 8-66849

BD
Terminated by SEC on 01/03/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/01/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SYNTHYM, INC.SOLE SHAREHOLDER
HOTOVEC, STEVEN DAVIDDIRECTOR & OFFICER, CCO2250236
ROGERS, MARK HDIRECTOR & OFFICER1762836

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


N4 FINANCIAL, INC.

CRD#: 134581

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