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HM

Harry G. Mumford

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CRD#: 1237121
HM

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.

Harry Griffin Mumford, who also goes by Toby Mumford, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1984. Harry had worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Toby Mumford

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

September 20, 2010 - December 31, 2012

TREASURY BROKERAGE

BD
CRD#: 140855
MENLO PARK, CA
Past

August 29, 1995 - March 5, 2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
SAN MATEO, CA
Past

August 28, 1995 - November 25, 2008

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

September 16, 1994 - August 29, 1995

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
Past

March 24, 1993 - June 1, 1993

TEMPLETON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 3329
ST. PETERSBURG, FL
Past

February 24, 1984 - September 16, 1994

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA

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: 5/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/22/1989
General Securities Principal Examination

Current Firm


TB
TREASURY BROKERAGE
TREASURY BROKERAGE | TREASURY CURVE, LLC

CRD#: 140855 / SEC#: , 8-67345

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


Main Address
648 Menlo Avenue Suite 2, Menlo Park, CA 94025
Mailing Address
648 Menlo Avenue Suite 2, Menlo Park, CA 94025
Phone number
(877) 982-8783
Established
California since 04/01/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TREASURY HOLDINGS LLCPARENT COMPANY
CHAZEN, ARON LMANAGING MEMBER & CHIEF COMPLIANCE OFFICER2211603
CHAZEN, ARON LCOMPLIANCE OFFICER2211603
KAMINSKI, CHRISTOPHER JOHNMANAGING MEMBER2585962
MOYE, CELESTE WILLATPRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER6566618
MOYE, CELESTE WILLATFINANCIAL OPERATIONS PRINCIPAL6566618

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


TREASURY BROKERAGE

CRD#: 140855

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