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KC

Kevin M. Cotter

MDB CAPITAL
Addison, TX 75001
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CRD#: 1444131
KC

Professional summary


Kevin Michael Cotter, who also goes by Kevin Cotter, is a registered financial professional currently at MDB CAPITAL located in Addison, Texas.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1985. Kevin has worked at 13 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Cotter

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 Kevin Michael Cotter'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

September 27, 2010 - Present

MDB CAPITAL

Office #1: 14135 Midway Road, Suite G-150, Addison, TX 75001
BD
CRD#: 42677
Addison, TX
Past

July 2, 2009 - September 22, 2010

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

January 22, 2008 - July 6, 2009

ROCKPORT VENTURE SECURITIES, LLC

BD
CRD#: 113748
BEVERLY, MA
Past

August 27, 1998 - January 22, 2008

SANDERS MORRIS LLC

BD
CRD#: 20580
NEW YORK, NY
Past

December 19, 1996 - September 9, 1998

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

October 4, 1994 - December 20, 1996

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

June 17, 1992 - October 7, 1994

VALUE INVESTING PARTNERS, INC.

BD
CRD#: 29737
WESTPORT, CT
Past

March 2, 1992 - April 21, 1992

ABSA SECURITIES, INC.

BD
CRD#: 24174
Past

July 1, 1991 - December 23, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

January 31, 1991 - May 22, 1991

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

June 14, 1989 - February 14, 1991

GLOBAL AMERICA INCORPORATED

BD
CRD#: 23000
Past

February 12, 1987 - July 3, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 17, 1985 - February 18, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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
Alabama
(5/6/2024)
RR
Alaska
(4/15/2024)
RR
Arizona
(9/26/2018)
RR
Arkansas
(2/28/2024)
RR
California
(9/27/2010)
RR
Colorado
(9/27/2010)
RR
Connecticut
(9/27/2010)
RR
Delaware
(4/4/2024)
RR
District of Columbia
(6/25/2024)
RR
Florida
(9/27/2010)
RR
Georgia
(2/28/2024)
RR
Hawaii
(4/15/2024)
RR
Idaho
(2/28/2024)
RR
Illinois
(9/27/2010)
RR
Indiana
(6/12/2018)
RR
Iowa
(3/26/2024)
RR
Kansas
(4/4/2024)
RR
Kentucky
(4/4/2024)
RR
Louisiana
(4/4/2024)
RR
Maine
(4/9/2024)
RR
Maryland
(6/26/2018)
RR
Massachusetts
(4/4/2024)
RR
Michigan
(6/12/2018)
RR
Minnesota
(2/28/2024)
RR
Mississippi
(3/26/2024)
RR
Missouri
(6/3/2024)
RR
Montana
(4/4/2024)
RR
Nebraska
(4/4/2024)
RR
Nevada
(4/4/2024)
RR
New Hampshire
(5/14/2024)
RR
New Jersey
(9/27/2010)
RR
New Mexico
(5/21/2024)
RR
New York
(9/27/2010)
RR
North Carolina
(10/8/2018)
RR
North Dakota
(4/4/2024)
RR
Ohio
(4/4/2024)
RR
Oklahoma
(3/21/2024)
RR
Oregon
(4/4/2024)
RR
Pennsylvania
(9/26/2018)
RR
Rhode Island
(3/26/2024)
RR
South Carolina
(4/4/2024)
RR
South Dakota
(3/27/2024)
RR
Tennessee
(4/4/2024)
RR
Texas
(6/12/2018)
RR
Utah
(4/4/2024)
RR
Vermont
(4/15/2024)
RR
Virginia
(4/4/2024)
RR
Washington
(2/28/2024)
RR
West Virginia
(4/22/2024)
RR
Wisconsin
(4/4/2024)
RR
Wyoming
(4/10/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 1/21/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MC
MDB CAPITAL
MARSHALL MERCHANT GROUP, LLC | PUBLIC VENTURES, LLC | MDB CAPITAL GROUP LLC | MDB CAPITAL

CRD#: 42677 / SEC#: , 8-49951

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
14135 Midway Road, Suite G-150, Addison, TX 75001
Mailing Address
14135 Midway Road, Suite G-150, Addison, TX 75001
Phone number
(945) 262-9010
Established
California since 12/26/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MDB CAPITAL HOLDINGS, LLCPARENT COMPANY
MARLETT, CHRISTOPHER ANTHONYPRESIDENT, CEO, GSP1526644
SCHUMAN, GARY ALANCFO, CHIEF COMPLIANCE OFFICER, FINOP2237720
ZAPANTA, ALEX RAY S JR.PRINCIPAL OPERATIONS OFFICER5414779

Disclosures


Regulatory Event3

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


MDB CAPITAL

CRD#: 42677Addison, TX 75001

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