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MS

Mark Shaw

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CRD#: 1282262
MS

Professional summary


Mark Shaw was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Mark had worked at 4 firms, which includes COHEN & COMPANY CAPITAL MARKETS LLC, BNY MELLON SECURITIES LLC, AUTRANET LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY.

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

May 27, 2009 - December 8, 2009

COHEN & COMPANY CAPITAL MARKETS, LLC

BD
CRD#: 144981
NEW YORK, NY
Past

October 5, 1999 - May 30, 2008

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

April 8, 1992 - December 22, 1992

AUTRANET, LLC

BD
CRD#: 8192
JERSEY CITY, NJ
Past

November 26, 1984 - April 10, 1992

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
NEW YORK, NY

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: 7/22/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 6/11/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


C&
COHEN & COMPANY CAPITAL MARKETS, LLC
COHEN & COMPANY CAPITAL MARKETS, LLC | FGC SECURITIES | FAIRFAX I. S. (US) LLC

CRD#: 144981 / SEC#: , 8-67687

BD
Terminated by SEC on 04/17/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/04/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINCERIDGE HOLDINGS LPSOLE MEMBER
COAD, CHAD BRIANCFO AND FINOP2173743
DOW, COLETTE CHRISTINECHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFFICER4251235

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


COHEN & COMPANY CAPITAL MARKETS, LLC

CRD#: 144981

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