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MM

Mark A. Medearis

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CRD#: 1239644
MM

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.

Mark Allen Medearis was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 6 firms and has passed the Series 63 and Series 7 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

October 8, 1992 - August 7, 1993

FIRST ASSOCIATED SECURITIES GROUP, INC.

BD
CRD#: 20597
Past

August 21, 1986 - December 10, 1987

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

May 13, 1986 - August 18, 1986

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
Past

October 8, 1985 - May 28, 1986

O. R. SECURITIES, INC.

BD
CRD#: 10216
Past

June 17, 1985 - July 25, 1986

TIDD, LACKEY AND CO., INC.

BD
CRD#: 16014
Past

February 24, 1984 - October 8, 1985

WZW FINANCIAL SERVICES, INC.

BD
CRD#: 5717

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: 11/10/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FA
FIRST ASSOCIATED SECURITIES GROUP, INC.
FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597 / SEC#: , 8-38276

BD
Cancelled by SEC on 06/20/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/01/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BULRUSH HOLDING CORPORATIONDIRECT OWNER
HALLIBURTON, KIM IONEFINOP1058579
MARTELLARO, ANTHONY PAULPRESIDENT2387221
MARTELLARO, CARL DOMINICMUNICIPAL PRINCIPAL / OPTIONS PRINCIPAL320959
WOLKOFF, TERRY MOPERATIONS OFFICER1503243

Disclosures


Regulatory Event8
Arbitration5

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


FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597

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