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Michael J. Byl

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CRD#: 1204677
MB

Professional summary


Michael James Byl was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael James Byl was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1983. Michael had worked at 9 firms and has passed the Series 66, Series 63, Series 7, Series 6, 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

August 29, 2013 - February 5, 2014

GLOBAL OAK CAPITAL MARKETS LLC

BD
CRD#: 125860
CHARLESTON, SC
Past

January 3, 2012 - November 20, 2014

LANDMARK GLOBAL ADVISORS LLC

RIA
CRD#: 156330
WILTON, CT
Past

February 7, 2011 - August 5, 2011

WYSER-PRATTE & CO., INC.

BD
CRD#: 28056
NEW YORK, NY
Past

October 12, 2005 - February 3, 2011

SOUTHRIDGE WEALTH MANAGEMENT LLC

RIA
CRD#: 136707
NEW YORK, NY
Past

September 4, 2001 - February 3, 2011

SOUTHRIDGE INVESTMENT GROUP LLC

BD
CRD#: 45531
RIDGEFIELD, CT
Past

February 8, 1991 - August 7, 2001

JULIUS BAER SECURITIES INC.

BD
CRD#: 1141
NEW YORK, NY
Past

May 18, 1987 - December 31, 1990

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

February 7, 1985 - August 14, 1985

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
Past

November 22, 1983 - February 25, 1985

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

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
IAR
Series 66
Date: 8/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/1987
General Securities Principal Examination

Current Firm


GO
GLOBAL OAK CAPITAL MARKETS LLC
CICERONE PARTNERS LLC | RCF CAPITAL PARTNERS, LLC | GLOBAL OAK CAPITAL MARKETS LLC | CICERONE SECURITIES, LLC

CRD#: 125860 / SEC#: , 8-65829

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


Main Address
25 1/2 Legare Street, Charleston, SC 29401
Mailing Address
25 1/2 Legare Street, Charleston, SC 29401
Phone number
(843) 310-3245
Established
Delaware since 12/16/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ANGEL OAK GLOBAL MARKETS, LLCOWNER
DRAKE, WILLIAM FRANCIS IIIOWNER1621314
LIEBERGALL, JONATHAN SCOTTOWNER / CEO1744845
PARKWAY INVESTMENT MANAGEMENTOWNER
WALKER, FREDERICK EUCLIDOWNER2360896
MAGBALON, MICHAEL JOHNOWNER7220640
TOFT, CHRISTIAN DAVIDOWNER4389124
KATZ, MARIECFO, FINOP, CCO2457660

Disclosures


Regulatory Event1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLOBAL OAK CAPITAL MARKETS LLC

CRD#: 125860

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