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Gary Martin Scheibner

CRD# 1374201·Registered 1986 - 2012
Previously Registered: Being a previously registered professional could mean that Gary 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.

Professional Summary

Gary Martin Scheibner, who also goes by Gary M Scheibner, was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1986 - 2012. Gary had worked at 8 firms and has passed the Series 63, Series 45, Series 3 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary M Scheibner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

X-CHANGE FINANCIAL ACCESS, LLC·CRD# 126201
BD
Chicago, IL
October 5, 2010 - July 18, 2012
RQD* CLEARING, LLC·CRD# 134284
BD
New York, NY
July 1, 2005 - September 1, 2010
EQUITEC PROPRIETARY MARKETS, LLC·CRD# 113728
BD
Chicago, IL
March 11, 2005 - July 8, 2005
HAPOALIM SECURITIES USA, INC.·CRD# 266
BD
New York, NY
February 10, 1999 - April 8, 2003
WINCHESTER INVESTMENT SECURITIES, INC.·CRD# 28543
BD
Overland Park, KS
February 3, 1998 - February 10, 1999
ABN AMRO INCORPORATED·CRD# 15776
BD
Stamford, CT
January 2, 1997 - February 4, 1998
THE CHICAGO CORPORATION·CRD# 1449
BD
Chicago, IL
May 27, 1994 - January 2, 1997
THE CHICAGO CORPORATION·CRD# 1449
BD
Chicago, IL
November 5, 1986 - August 5, 1992
JEFFERIES LLC·CRD# 2347
BD
January 22, 1986 - February 5, 1986

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Current Firm

XF
X-CHANGE FINANCIAL ACCESS, LLC

X-CHANGE FINANCIAL ACCESS, LLC

CRD#: 126201 / SEC#: 8-65860
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

222 W Adams Street Suite 450, Chicago, IL 60606

Mailing Address

222 W Adams Street Suite 450, Chicago, IL 60606

Phone Number

(312) 235-0320

Established

Illinois since 04/09/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
MAREX NORTH AMERICA HOLDINGS INCDIRECT PARENT—
BATES, CHRISTOPHERCFO/FINOP5648556
GEYE, ANDREW JCEO-SECURITIES DIVISION6323003
KAPLAN, GARYCHIEF COMPLIANCE OFFICER1603617
MEOLA, ANGELOPRINCIPAL OPERATIONS OFFICER4218349

Disclosures

Regulatory Event

34

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1986About the Series 63 exam

Series 45 — PCX Floor Broker Exam

Passed Jul 1996

Series 3 — National Commodity Futures Examination

Passed Nov 1988About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Dec 1985About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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