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EJ

Elwyn M. Jordan

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CRD#: 1241520
EJ

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.

Elwyn Monroe Jordan, who also goes by Sandy Jordan, was a registered financial professional .

Elwyn is a previously registered financial professional and started their career in finance in 1984. Elwyn had worked at 7 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandy Jordan

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

May 1, 2003 - May 9, 2013

M&T SECURITIES, INC.

BD
CRD#: 17358
BUFFALO, NY
Past

September 9, 1998 - May 1, 2003

ALLFIRST BROKERAGE CORPORATION

BD
CRD#: 17531
BALTIMORE, MD
Past

March 13, 1998 - January 9, 2015

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA
CRD#: 106909
BALTIMORE, MD
Past

January 14, 1994 - June 30, 1994

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

November 2, 1993 - January 29, 1994

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

April 30, 1990 - November 12, 1991

MNB BROKERAGE ALTERNATIVE, INC.

BD
CRD#: 17447
Past

October 9, 1984 - June 10, 1988

MARYLAND NATIONAL LEASECORP.

BD
CRD#: 11837

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: 1/24/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


MS
M&T SECURITIES, INC.
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: , 8-35185

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


Main Address
1 Light Street Suite 2000, Buffalo, NY 14202
Mailing Address
1 Light Street, Baltimore, MD 21202
Phone number
(410) 244-4307
Established
New York since 11/13/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
901

FINRA licenses (25 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
NEWCOMB, MICHAEL FRANCIS IIDIRECTOR2097837
PETRUS, TANYA MARIEFINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601
REMORENKO, ALEXSANDRAPRESIDENT5699601

Disclosures


Regulatory Event6
Arbitration1
Bond1

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


M&T SECURITIES, INC.

CRD#: 17358

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