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SM

Scott L. Mathis

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CRD#: 1362203
SM

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.

Scott Lee Mathis, who also goes by Scott Mathis, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1985. Scott had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Mathis

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

March 2, 2004 - September 30, 2015

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

June 8, 2000 - March 1, 2004

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

July 24, 1998 - September 18, 2000

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

September 5, 1995 - July 24, 1998

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

February 25, 1991 - August 31, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

October 29, 1990 - February 4, 1991

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

September 25, 1989 - December 24, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 28, 1988 - October 11, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 5, 1987 - December 24, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 23, 1985 - January 12, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 5/22/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/22/1995
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/9/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


DC
DPEC CAPITAL, INC.
DPEC CAPITAL, INC. | INVESTPRIVATE.COM,INC. | INVESTPRIVATE.COM, INC. | INVESTPRIVATE, INC.

CRD#: 103737 / SEC#: , 8-52230

BD
Terminated by SEC on 02/19/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/05/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALGODON WINE AND LUXURY DEVELOPMENT GROUP100% STOCKHOLDER
BEALE, JULIAN HOWARDDIRECTOR4100205
FASANO, KEITH TODDPRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR2014683
FERGUSON, SHARICFO/FINOP, TREASURER5596471
LAWRENCE, PETER JESSELDIRECTOR4100105

Disclosures


Regulatory Event4
Arbitration4

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


DPEC CAPITAL, INC.

CRD#: 103737

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