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TB

Thomas J. Barron

MARCH CAPITAL
Skokie, IL
Some features on this profile are disabled
CRD#: 1418910
TB

Professional summary


Thomas Joseph Barron is a registered financial professional currently at MARCH CAPITAL CORP. located in Skokie, Illinois.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1985. Thomas has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 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) - BD


Click below to view Thomas Joseph Barron's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 8, 2023 - Present

MARCH CAPITAL CORP.

RIA
BD
CRD#: 24142
Skokie, IL
Past

May 12, 2023 - August 7, 2023

IGM BROKERAGE

BD
CRD#: 310654
RALEIGH, NC
Past

August 29, 2018 - April 7, 2020

TORTOISEECOFIN SECURITIES, LLC

BD
CRD#: 285411
OVERLAND PARK, KS
Past

August 30, 2017 - June 18, 2018

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

January 24, 2008 - November 18, 2008

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

July 29, 1998 - January 24, 2008

HARRIS ASSOCIATES SECURITIES L.P.

BD
CRD#: 6959
CHICAGO, IL
Past

January 1, 1998 - April 29, 1998

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

October 21, 1993 - January 1, 1998

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

November 5, 1990 - September 23, 1993

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

November 23, 1988 - September 13, 1989

FIRST OPTIONS OF CHICAGO, INC.

BD
CRD#: 13822
CHICAGO, IL
Past

October 22, 1985 - August 29, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/9/2023)
RR
Colorado
(8/11/2023)
RR
Illinois
(8/9/2023)
RR
Minnesota
(8/10/2023)
RR
New York
(8/12/2023)
RR
Wisconsin
(8/9/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MARCH CAPITAL CORP.
ANGELSTREET SECURITIES, INC. | MARCH CAPITAL CORP. | GRANT SECURITIES, L.P. | GLENWOOD SECURITIES CORP.

CRD#: 24142 / SEC#: , 8-41173

Illinois
Registered Investment Advisory firm - SEC (10/29/1996 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 E Randolph St Suite 5100, Chicago, IL 60601
Mailing Address
200 E Randolph St Suite 5100, Chicago, IL 60601-6528
Phone number
(312) 443-8404
Established
Illinois since 09/05/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RICE, RICHARD JAYPRESIDENT AND CHIEF COMPLIANCE OFFICER725697

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 83,479,520

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


MARCH CAPITAL CORP.

CRD#: 24142Skokie, IL

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