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Patrick J. Marron

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CRD#: 1170673
PM

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.

Patrick Joseph Marron, who also goes by Patrick J Marron, was a registered financial professional .

Patrick is a previously registered financial professional and started their career in finance in 1992. Patrick had worked at 51 firms and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patrick J Marron

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 6, 2023 - September 27, 2023

WESTCAP MARKETS, LLC

BD
CRD#: 318970
RYE BEACH, NH
Past

September 17, 2021 - April 11, 2022

CONSTELLATION

BD
CRD#: 311178
MANVEL, TX
Past

May 27, 2020 - June 2, 2021

GATSBY SECURITIES

BD
CRD#: 300596
WHITE PLAINS, NY
Past

December 21, 2017 - January 11, 2022

REDBRIDGE SECURITIES LLC

BD
CRD#: 287912
PLANO, TX
Past

August 18, 2017 - March 2, 2022

BERKSHIRE GLOBAL ADVISORS LP

BD
CRD#: 124180
NEW YORK, NY
Past

September 15, 2016 - June 9, 2017

BAYES CAPITAL LLC

BD
CRD#: 159644
WESTWOOD, NJ
Past

September 15, 2016 - June 9, 2017

BARDOWN CAPITAL LLC

BD
CRD#: 158970
OLD TAPPAN, NJ
Past

September 15, 2016 - July 10, 2019

BROAD STREET CAPITAL MARKETS, LLC

BD
CRD#: 104026
HOLMDEL, NJ
Past

May 31, 2016 - September 8, 2020

VOLEO USA, INC

BD
CRD#: 273027
VANCOUVER, BRITISH COLUMBIA,
Past

September 14, 2015 - May 1, 2017

ICR CAPITAL LLC

BD
CRD#: 174952
NORWALK, CT
Past

October 29, 2014 - January 16, 2018

D/B/A PALAZZO

BD
CRD#: 156378
NEW YORK, NY
Past

October 15, 2014 - June 1, 2016

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

March 21, 2014 - August 11, 2014

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
NEW YORK, NY
Past

April 12, 2012 - April 13, 2022

STAR MOUNTAIN ADVISORS, LLC

BD
CRD#: 153505
NEW YORK, NY
Past

October 27, 2011 - October 1, 2014

XP INVESTMENTS US, LLC

BD
CRD#: 156691
NEW YORK, NY
Past

January 4, 2011 - March 13, 2013

ATG SECURITIES LLC

BD
CRD#: 151786
NORWALK, CT
Past

September 14, 2010 - September 27, 2011

RELIGARE CAPITAL MARKETS (USA) LLC

BD
CRD#: 39142
NEW YORK, NY
Past

September 2, 2010 - June 30, 2011

MERCURY CAPITAL ADVISORS, LLC

BD
CRD#: 152338
NEW YORK, NY
Past

March 23, 2009 - March 18, 2011

TIME EQUITIES SECURITIES LLC

BD
CRD#: 114422
NEW YORK, NY
Past

April 18, 2008 - August 24, 2012

CRC CAPITAL MARKETS LLC

BD
CRD#: 142596
DUXBURY, MA
Past

March 17, 2008 - April 30, 2008

BHARGAVA CAPITAL

BD
CRD#: 131817
FRANKLIN LAKES, NJ
Past

April 25, 2006 - May 26, 2008

TIME EQUITIES SECURITIES LLC

BD
CRD#: 114422
NEW YORK, NY
Past

January 1, 2006 - February 20, 2009

GRAYSON, BURGER & CO.

BD
CRD#: 6047
GREENWICH, CT
Past

August 11, 2005 - March 4, 2008

GLOBAL LEISURE PARTNERS, LLC

BD
CRD#: 134435
LONDON,
Past

July 20, 2005 - September 18, 2006

PORTALES PARTNERS, LLC

BD
CRD#: 112311
NEW YORK, NY
Past

April 1, 2005 - September 19, 2006

LYSTER WATSON SECURITIES, INC.

BD
CRD#: 30210
NEW YORK, NY
Past

February 9, 2005 - April 22, 2005

KAUPTHING SECURITIES, INC.

BD
CRD#: 104429
NEW YORK CITY, NY
Past

December 6, 2004 - August 22, 2008

LACKEN BAY PARTNERS, LLC

BD
CRD#: 132157
RIVER VALE, NJ
Past

August 24, 2004 - May 8, 2006

SKANDIA SECURITIES AMERICAS, INC.

BD
CRD#: 126822
BOSTON, MA
Past

April 4, 2003 - February 10, 2004

ARGENTO TRADING COMPANY L.P.

BD
CRD#: 43581
TORTOLA,
Past

August 29, 2002 - March 29, 2024

GORDIAN GROUP, LLC

BD
CRD#: 24034
NEW YORK, NY
Past

July 17, 2002 - September 14, 2006

JOSEPH CAPITAL, LLC

BD
CRD#: 120414
NEW YORK, NY
Past

April 9, 2002 - October 30, 2002

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

August 16, 2001 - February 19, 2003

PRIMESHARES (NEW YORK) - CAPITAL MARKETS, LLC

BD
CRD#: 112064
NEW YORK, NY
Past

August 3, 2001 - July 11, 2002

PORTALES PARTNERS, LLC

BD
CRD#: 112311
NEW YORK, NY
Past

May 10, 2001 - August 5, 2010

IDB CAPITAL CORP.

BD
CRD#: 106032
NEW YORK, NY
Past

May 10, 2001 - February 23, 2016

WILLIAM J. MAYER SECURITIES, LLC

BD
CRD#: 104422
GREENWICH, CT
Past

April 3, 2001 - October 22, 2004

CHELA TECHNOLOGY PARTNERS, LLC

BD
CRD#: 21600
NEW YORK, NY
Past

March 26, 2001 - February 4, 2004

FOX CHASE CAPITAL PARTNERS, LLC

BD
CRD#: 104087
SPRINGFIELD, NJ
Past

February 6, 2001 - August 2, 2002

GLADWYNE SECURITIES, LLC

BD
CRD#: 104242
ARDMORE, PA
Past

June 16, 2000 - November 20, 2000

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO
Past

March 21, 2000 - April 1, 2002

PARETO SECURITIES INC.

BD
CRD#: 44734
NEW YORK, NY
Past

September 10, 1999 - April 20, 2001

LYSTER WATSON SECURITIES, INC.

BD
CRD#: 30210
NEW YORK CITY, NY
Past

June 12, 1998 - January 24, 2001

GRIFFIN SECURITIES, INC.

BD
CRD#: 43229
NEW YORK, NY
Past

January 6, 1998 - August 4, 1998

UTENDAHL CAPITAL PARTNERS, L.P.

BD
CRD#: 30115
NEW YORK, NY
Past

March 20, 1997 - March 31, 2006

EASTON & CO.

BD
CRD#: 11290
FORT LEE, NJ
Past

November 19, 1996 - April 24, 1999

CAPITAL INVESTMENTS INTERNATIONAL INC.

BD
CRD#: 37643
NEW YORK, NY
Past

October 10, 1995 - April 25, 2013

THE NORTHSTAR GROUP, INC.

BD
CRD#: 31282
GREENWICH, CT
Past

July 17, 1995 - March 21, 2001

GRAYSON, BURGER & CO.

BD
CRD#: 6047
GREENWICH, CT
Past

May 16, 1995 - March 18, 1996

BOZANO, SIMONSEN SECURITIES, INC.

BD
CRD#: 37437
NEW YORK, NY
Past

September 28, 1994 - August 29, 1995

JIMENEZ SECURITIES, INC.

BD
CRD#: 36794
Past

September 28, 1994 - April 9, 1996

SUN YUAN BROKERAGE, INC.

BD
CRD#: 36656
RIVERSIDE, CT
Past

February 1, 1994 - January 30, 1997

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

September 10, 1993 - December 1, 1999

PACIFIC EQUITY RESEARCH, INC.

BD
CRD#: 31030
STAMFORD, CT
Past

March 24, 1993 - July 1, 1994

THE NORTHSTAR GROUP, INC.

BD
CRD#: 31282
GREENWICH, CT
Past

November 10, 1992 - July 11, 1995

COVA CAPITAL, INC.

BD
CRD#: 30652
Past

September 11, 1992 - July 7, 1995

CHELA TECHNOLOGY PARTNERS, LLC

BD
CRD#: 21600
NEW YORK, NY

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


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam

Current Firm


WM
WESTCAP MARKETS, LLC
WESTCAP MARKETS, LLC

CRD#: 318970 / SEC#: , 8-70895

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


Main Address
25 Church Road, Rye Beach, NH 03871
Mailing Address
25 Church Road, Rye Beach, NH 03871
Phone number
(917) 834-1136
Established
Delaware since 10/20/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WESTCAP MANAGEMENT, LLCPARENT COMPANY301822
BACH, KRISTINAFINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER4281682
COMBS, MARINACHIEF COMPLIANCE OFFICER4536154
DODWELL, JAMES LARKIN IIICHIEF OPERATING OFFICER2962275
MULLEN, JOHN JEFFREYCHIEF EXECUTIVE OFFICER4168772

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


WESTCAP MARKETS, LLC

CRD#: 318970

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