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Michael W. Boehm

STILLPOINT CAPITAL
TAMPA, FL 33609
Some features on this profile are disabled
CRD#: 1233687
MB

Professional summary

Michael William Boehm is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 12 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE, Series 87, Series 3, 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) - BD

Click below to view Michael William Boehm's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 15, 2017 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
BD
CRD#: 133146
TAMPA, FL
Past

April 5, 2016 - June 29, 2017

BIC DISTRIBUTORS, LLC

BD
CRD#: 152860
PHOENIX, AZ
Past

January 28, 2014 - March 28, 2016

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

July 20, 2011 - October 24, 2013

AVONDALE PARTNERS, LLC

BD
CRD#: 46838
CHICAGO, IL
Past

May 27, 2011 - July 6, 2011

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
CLEVELAND, OH
Past

February 8, 2010 - May 27, 2011

HUDSON SECURITIES,INC.

BD
CRD#: 10467
CHICAGO, IL
Past

May 21, 2004 - February 1, 2010

NEXT GENERATION EQUITY RESEARCH LLC

BD
CRD#: 130754
CHICAGO, IL
Past

March 4, 2004 - March 31, 2004

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

September 21, 1990 - November 7, 2001

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

September 25, 1989 - March 27, 1991

ITG EXECUTION SERVICES, INC.

BD
CRD#: 5247
NEW YORK, NY
Past

March 8, 1988 - October 3, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 12, 1985 - February 8, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 4, 1984 - July 3, 1985

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
Past

February 21, 1984 - June 27, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(12/15/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 9/17/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 3/6/2006
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 3
Date: 10/17/1985
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1984
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/23/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

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

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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

STILLPOINT CAPITAL, LLC

CRD#: 133146Tampa, FL 33609

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