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Thomas M. Mullen

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CRD#: 1332440
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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.

Thomas Michael Mullen SR, who also goes by Thomas Michael Mullen, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1985. Thomas had worked at 4 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Michael Mullen

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 20, 2013 - February 25, 2015

W.J. BLUM & SONS, LLC

BD
CRD#: 32970
GARDEN CITY, NY
Past

May 24, 2006 - July 12, 2011

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
PURCHASE, NY
Past

October 8, 1990 - December 31, 2008

OTA LLC

BD
CRD#: 25816
PURCHASE, NY
Past

February 25, 1985 - October 8, 1990

OCWEN TRADING, INC.

BD
CRD#: 13693

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: 3/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/20/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WB
W.J. BLUM & SONS, LLC
BLUM, WILLIAM J | W.J. BLUM & SONS, LLC

CRD#: 32970 / SEC#: , 8-18966

BD
Terminated by SEC on 04/26/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/04/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLUM, WILLIAM JOHNMANAGING MEMBER, CO-CCO
CASEY, PATRICK MICHAELCO - CCO2097151

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


W.J. BLUM & SONS, LLC

CRD#: 32970

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