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Mohandai Surajballi

CRD# 1424200·Registered 1985 - 2024
Previously Registered: Being a previously registered professional could mean that Mohandai 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

Mohandai Surajballi, who also goes by Gloria Scheiman, was a registered financial advisor. Mohandai was a previously registered financial professional and started their career in finance 1985 - 2024. Mohandai had worked at 20 firms and has passed the Series 63, Series 99TO, SIE, Series 55, Series 7, Series 14, Series 12, Series 24, Series 53, Series 4 and Series 27 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

Gloria Scheiman

Blog Corner

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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

41 years in the financial services industry

Current & Past Employments

LONG BRIDGE SECURITIES, LLC·CRD# 314519
BD
Plano, TX
August 1, 2022 - February 21, 2024
AVIOR CAPITAL MARKETS US, LLC·CRD# 172595
BD
New York, NY
March 19, 2020 - July 5, 2021
JETT CAPITAL ADVISORS, LLC·CRD# 169127
BD
New York, NY
March 14, 2018 - February 27, 2024
ARK SECURITIES LLC·CRD# 246787
BD
New York, NY
August 8, 2017 - February 16, 2024
MARTINEZ-AYME SECURITIES·CRD# 109838
BD
Miami, FL
July 23, 2014 - June 8, 2015
MERCURY EQUITY GROUP, LLC·CRD# 45738
BD
New York, NY
April 5, 2011 - March 19, 2012
COVA CAPITAL PARTNERS LLC·CRD# 109761
BD
Syosset, NY
October 8, 2010 - August 7, 2012
BASIC INVESTORS INC.·CRD# 1187
BD
Melville, NY
May 5, 2008 - October 27, 2008
ASD FINANCIAL SERVICES CORP·CRD# 124901
BD
Miami, FL
March 20, 2007 - May 24, 2007
ASD FINANCIAL SERVICES CORP·CRD# 124901
BD
Miami, FL
January 22, 2007 - March 6, 2007
NEW YORK GLOBAL SECURITIES, INC.·CRD# 46429
BD
New York, NY
March 27, 2003 - January 11, 2005
THOMAS FLETCHER & COMPANY, INC.·CRD# 43675
BD
New York, NY
March 9, 2001 - May 25, 2001
THE INVESTMENT CENTER, INC.·CRD# 17839
BD
Bedminster, NJ
October 13, 2000 - March 20, 2001
SOLID ISG CAPITAL MARKETS, LLC·CRD# 39375
BD
New York, NY
February 1, 1999 - July 19, 2000
COLEMAN & COMPANY SECURITIES, INC.·CRD# 1486
BD
New York, NY
July 15, 1996 - May 23, 1997
CONTINUUM CAPITAL INC.·CRD# 29864
BD
New York, NY
April 24, 1992 - July 8, 1996
MARCH CAPITAL CORP.·CRD# 24142
BD
Chicago, IL
March 23, 1989 - July 17, 1990
SAVOIA, INC.·CRD# 23433
BD
February 24, 1989 - March 23, 1989
WINDSOR IBC, INC.·CRD# 19539
BD
New York, NY
August 7, 1987 - August 29, 1991
CIBC WORLD MARKETS CORP.·CRD# 630
BD
April 23, 1987 - September 11, 1992
FIRST NEW YORK SECURITIES L.L.C.·CRD# 16362
BD
November 19, 1985 - May 2, 1987

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Current Firm

LB
LONG BRIDGE SECURITIES, LLC

LONG BRIDGE SECURITIES LLC | LONGBRIDGE | LONG BRIDGE SECURITIES, LLC

CRD#: 314519 / SEC#: 8-70711
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

6900 Dallas Parkway Suite 03-121, Plano, TX 75024

Mailing Address

6900 Dallas Parkway Suite 03-121, Plano, TX 75024

Phone Number

(504) 233-2370

Established

Delaware since 03/19/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LONG BRIDGE LIMITED100% OWNER—
NEIDLINGER, CHRISTOPHER WADECCO2963179
SUMNER, GARRETT BRUCE JRCFO/FINOP6320306
THOMAS, LAURACHIEF EXECUTIVE OFFICER AND COO5364586
ZHU, XUYINGHEAD OF U.S. BUSINESS6943862

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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 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Aug 2004

Series 7 — General Securities Representative Examination

Passed Nov 1985About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 12 — NYSE Branch Manager Examination

Passed Sep 1996

Series 24 — General Securities Principal Examination

Passed May 1991About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Aug 1989About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Oct 1988About the Series 4 exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 1988About the Series 27 exam

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CRS (Client Relationship Summary)

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

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