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ML

Marla K. Legoski

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CRD#: 1311636
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.

Marla Kay Legoski, who also goes by Marla Kay Wegelin, was a registered financial professional .

Marla is a previously registered financial professional and started their career in finance in 1985. Marla had worked at 10 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marla Kay Wegelin

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

July 13, 2017 - August 11, 2017

FDX CAPITAL LLC

BD
CRD#: 119302
Greenwood Village, CO
Past

June 19, 2015 - April 28, 2017

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

February 28, 2011 - March 23, 2015

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

March 15, 2007 - September 16, 2009

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
BOSTON, MA
Past

February 4, 2005 - March 16, 2007

ICON DISTRIBUTORS, INC.

BD
CRD#: 28568
GREENWOOD VILLAGE, CO
Past

July 15, 2004 - January 3, 2005

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

June 15, 2000 - June 4, 2004

SCHIELD SECURITIES LLC

BD
CRD#: 36769
LITTLETON, CO
Past

January 30, 1989 - January 16, 1990

ALPINE BROKER SERVICES CORP.

BD
CRD#: 17941
Past

January 29, 1985 - February 28, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 29, 1985 - December 31, 1987

LEARNED & COMPANY, INC.

BD
CRD#: 2529

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: 7/15/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FDX CAPITAL LLC
DOUGLAS FINANCIAL LLC | FDX CAPITAL LLC

CRD#: 119302 / SEC#: , 8-65170

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


Main Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Mailing Address
515 Madison Avenue 24th Floor, New York, NY, 10022
Phone number
(888) 814-8180
Established
New Jersey since 10/10/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
JAMES ALPHA HOLDINGS, LLCMANAGING MEMBER
GREENE, KEVIN ROBERTCEO1295699
MONTAGUE, MICHAELOPERATIONS OFFICER5121305
PREVEZA, DOUGLAS JOHNCHIEF COMPLIANCE OFFICER2692333
SMITH, ELIZABETH ANNEFINOP/PRINCIPAL FINANCIAL OFFICER1960549

Disclosures


Regulatory Event2

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


FDX CAPITAL LLC

CRD#: 119302

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