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MS

Mark R. Spears

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CRD#: 1336184
MS

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 Richard Spears was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1985. Mark had worked at 19 firms and has passed the Series 63, Series 7 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

April 12, 2001 - May 31, 2001

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

July 10, 2000 - April 11, 2001

ALLEN DOUGLAS SECURITIES, INC.

BD
CRD#: 42410
WINTER PARK, FL
Past

July 8, 1999 - July 3, 2000

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

May 8, 1997 - May 26, 1999

LAWSON FINANCIAL CORPORATION

BD
CRD#: 15261
PHOENIX, AZ
Past

October 5, 1995 - April 16, 1997

AMUNI FINANCIAL, INC.

BD
CRD#: 8365
ST. PETERSBURG, FL
Past

October 25, 1993 - August 29, 1995

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

October 5, 1992 - January 5, 1993

FIRST AMERICAN SECURITIES, INC.

BD
CRD#: 18430
Past

July 10, 1992 - August 18, 1992

RHOADS FINANCIAL GROUP, INC.

BD
CRD#: 16317
Past

December 17, 1991 - May 27, 1992

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

November 14, 1990 - July 1, 1991

FIRST AMERICAN SECURITIES, INC.

BD
CRD#: 18430
Past

August 1, 1990 - September 13, 1990

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

March 12, 1990 - July 6, 1990

APPLE SECURITIES, INC.

BD
CRD#: 19799
Past

August 31, 1989 - January 1, 1990

ALLISON, ROSENBLUM & HANNAHS, INC.

BD
CRD#: 22375
Past

May 4, 1989 - September 1, 1989

ALLEGIS FINANCIAL INVESTMENT CORPORATION

BD
CRD#: 16435
Past

June 6, 1988 - February 11, 1989

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

March 16, 1988 - May 17, 1988

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

January 4, 1988 - February 10, 1988

FIRST STATE INVESTMENTS, INC.

BD
CRD#: 16693
Past

December 16, 1987 - December 31, 1987

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

June 24, 1986 - November 10, 1987

T. J. RANEY & SONS, INC.

BD
CRD#: 3128
Past

May 7, 1985 - June 23, 1986

L.A. BOYKIN & ASSOCIATES, INC.

BD
CRD#: 15668
Past

March 6, 1985 - May 6, 1985

DELTA FINANCIAL INVESTMENT CORPORATION

BD
CRD#: 14391

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: 2/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GF
GUNNALLEN FINANCIAL, INC
GUNNALLEN FINANCIAL, INC | NAPEX FINANCIAL CORPORATION | NAPEX FINANCIAL CORP. | GUNNALLEN WEALTH MANAGEMENT

CRD#: 17609 / SEC#: , 8-35508

BD
Terminated by SEC on 06/11/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GUNNALLEN HOLDINGS, INC.SHAREHOLDER
DANIELS, KEVIN CHRISTIANEVP OF TRADING, CHIEF COMPLIANCE OFFICER2041956
KRAUS, FREDERICK OSCAR JRPRESIDENT, CFO, FINOP1393886

Disclosures


Regulatory Event17
Arbitration13

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


GUNNALLEN FINANCIAL, INC

CRD#: 17609

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