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ML

Mark D. Long

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CRD#: 1251036
ML

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 David Long was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 13 firms and has passed the Series 63, 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

September 10, 1992 - May 22, 1993

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

April 27, 1992 - September 2, 1992

DEL MAR SECURITIES, INC.

BD
CRD#: 14411
Past

March 19, 1992 - April 14, 1992

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

October 17, 1991 - January 22, 1992

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

June 21, 1991 - August 20, 1991

ADAMS SECURITIES, INC.

BD
CRD#: 16688
Past

October 4, 1990 - March 27, 1991

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021
Past

March 9, 1990 - April 24, 1990

FIRST GATEWAY SECURITIES INC.

BD
CRD#: 22596
Past

April 6, 1989 - October 14, 1989

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

July 21, 1987 - January 26, 1988

POWER SECURITIES CORPORATION

BD
CRD#: 15527
Past

March 18, 1986 - April 18, 1988

NORTH AMERICAN CAPITAL CORPORATION

BD
CRD#: 14727
Past

February 26, 1986 - March 7, 1986

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

July 15, 1985 - January 1, 1986

FIRST EASTERN SECURITIES CORPORATION

BD
CRD#: 14514
Past

April 9, 1984 - April 25, 1985

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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: 4/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

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