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MG

Mitchell L. Goldberg

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CRD#: 1386682
MG

Professional summary


Mitchell Louis Goldberg was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mitchell is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Mitchell had worked at 11 firms, which includes BROOKSTREET SECURITIES CORPORATION, NATIONAL SECURITIES CORPORATION, PROFESSIONAL CONCEPTS & PLANNING INC., SHARPE CAPITAL INC., LADENBURG CAPITAL MANAGEMENT INC., JOSEPHTHAL & CO. INC., CITIGROUP GLOBAL MARKETS INC., SCHONFELD SECURITIES LLC, J. T. MORAN & CO. INC., SHELTER ROCK SECURITIES CORP., KUREEN & COOPER INC..

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

January 30, 2001 - March 24, 2004

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

May 23, 2000 - January 2, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

September 28, 1999 - May 18, 2000

PROFESSIONAL CONCEPTS & PLANNING, INC.

BD
CRD#: 15321
GARDEN CITY, NY
Past

July 31, 1998 - April 23, 1999

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

May 16, 1994 - May 22, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

March 20, 1991 - May 20, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 17, 1990 - December 24, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 23, 1990 - June 14, 1990

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

December 17, 1986 - December 5, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

October 31, 1985 - November 6, 1985

SHELTER ROCK SECURITIES CORP.

BD
CRD#: 11043
Past

October 31, 1985 - February 23, 1987

KUREEN & COOPER, INC.

BD
CRD#: 2488

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: 11/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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