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MM

Mark T. Mayo

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CRD#: 1263164
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 Telfer Mayo was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 11 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 3 and Series 52 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 20, 2002 - September 19, 2012

ETICO PARTNERS, LLC

BD
CRD#: 122481
CLIFTON PARK, NY
Past

February 23, 2000 - September 20, 2002

M. J. WHITMAN, INC.

BD
CRD#: 27870
NEW YORK, NY
Past

June 7, 1999 - January 19, 2000

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY
Past

September 16, 1996 - June 15, 1999

GREENWICH HIGH YIELD LLC

BD
CRD#: 38213
DARIEN, CT
Past

February 24, 1994 - June 1, 1995

MILLER TABAK HIRSCH & CO.

BD
CRD#: 10384
NEW YORK, NY
Past

October 7, 1993 - February 18, 1994

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

August 2, 1993 - November 23, 1993

LIT CLEARING SERVICES, INC.

BD
CRD#: 33997
Past

June 18, 1991 - August 2, 1993

LIT AMERICA, INC.

BD
CRD#: 22381
CHICAGO, IL
Past

April 15, 1991 - June 11, 1991

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ
Past

September 18, 1990 - June 11, 1991

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

BD
CRD#: 23906
Past

October 3, 1984 - May 16, 1986

CHAPDELAINE TULLETT PREBON, LLC

BD
CRD#: 7017

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
IAR
Series 66
Date: 12/22/2010
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EP
ETICO PARTNERS, LLC
ETICO PARTNERS, LLC | M.J. WHITMAN LLC

CRD#: 122481 / SEC#: , 8-65500

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


Main Address
19 Railroad Pl, Ste 202, Saratoga Springs, NY 12866
Mailing Address
19 Railroad Pl, Ste 202, Saratoga Springs, NY 12866
Phone number
(518) 348-0060
Established
Delaware since 05/15/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 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#
ETICO FINANCIAL LLCEQUITY HOLDER OF ETICO PARTNERS, LLC
GILBERT, JOSHUA TYLERCCO6578136
KRIEWALD, JESSICAFINOP
LEO, JOSEPH ALBERTEXECUTIVE VP4988004
SANFILIPPO, ANTHONY MARKROSFP865272
WEISMAN, SCOTT ALANCEO2367813

Disclosures


Regulatory Event1

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


ETICO PARTNERS, LLC

CRD#: 122481

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