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Ondine L. Mcburney

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CRD#: 1200965
OM

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.

Ondine Lisa Mcburney, who also goes by Ondine Lisa Marotti, was a registered financial professional .

Ondine is a previously registered financial professional and started their career in finance in 1983. Ondine had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ondine Lisa Marotti

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

March 11, 2014 - July 16, 2020

MERIT SECURITIES, LLC

BD
CRD#: 165470
GIG HARBOR, WA
Past

February 8, 2010 - August 17, 2012

VISION BROKERAGE SERVICES, LLC

BD
CRD#: 47927
STAMFORD, CT
Past

March 2, 2006 - February 13, 2008

OSAIC WEALTH, INC.

BD
CRD#: 23131
RAMSEY, NJ
Past

August 18, 2003 - March 9, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GREENWICH, CT
Past

August 22, 2000 - February 5, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 1, 1998 - September 12, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

June 13, 1995 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

December 19, 1985 - June 29, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 4, 1984 - September 30, 1985

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

December 12, 1983 - March 20, 1984

E.L. PRICE BANK CAPITAL

BD
CRD#: 10325

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: 12/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MERIT SECURITIES, LLC
CARROLLTON CAPITAL PARTNERS, LLC | OFFERBOARD SECURITIES | MERIT SECURITIES, LLC | MERIT HARBOR CAPITAL, LLC | MERIT HARBOR CAPITAL | JD MERIT SECURITIES

CRD#: 165470 / SEC#: , 8-69162

BD
Pending Withdrawal by SEC on 09/18/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 07/13/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OB HOLDINGS LLCPARENT COMPANY
DICKENS, JONATHAN CRAIGCEO6231087
HOPKINS, THOMAS JOHNFINOP1835087
PRICE, JOEL MATTHEWCCO4577870

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


MERIT SECURITIES, LLC

CRD#: 165470

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