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MS

Marc R. Still

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CRD#: 1217011
MS

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.

Marc Rodney Still was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1983. Marc had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 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

June 20, 2000 - June 17, 2015

ASPEN EQUITY PARTNERS, LLC

BD
CRD#: 104035
DALLAS, TX
Past

December 24, 1997 - March 28, 2001

FOUNDERS EQUITY SECURITIES INC.

BD
CRD#: 41855
DALLAS, TX
Past

March 20, 1997 - December 4, 1997

DABNEY/RESNICK/IMPERIAL, LLC

BD
CRD#: 24367
BEVERLY HILLS, CA
Past

August 10, 1994 - March 5, 1997

DALLAS RESEARCH & TRADING, INC.

BD
CRD#: 28806
DALLAS, TX
Past

April 7, 1993 - August 10, 1994

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

March 14, 1990 - April 5, 1993

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

December 21, 1983 - March 21, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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


State Security Law Exam
IAR
Series 65
Date: 1/28/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AE
ASPEN EQUITY PARTNERS, LLC
ASPEN EQUITY PARTNERS, LLC

CRD#: 104035 / SEC#: , 8-52491

BD
Terminated by SEC on 11/30/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AEP GROUP, LLCSHAREHOLDER
ASPEN PARTNERS, INC.SHAREHOLDER
PGL, INC.SHAREHOLDER
MATHIS, JAMES TIMOTHYCEO1285473
YOUNG, MICHAEL ALLENFINOP/CCO2408324

Disclosures


Regulatory Event1

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


ASPEN EQUITY PARTNERS, LLC

CRD#: 104035

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