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TO

Thomas A. Ollquist

MFR SECURITIES
Naples, FL
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CRD#: 1475604
TO

Professional summary


Thomas Andrew Ollquist is a registered financial professional currently at MFR SECURITIES, INC. located in Naples, Florida.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1986. Thomas has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 3 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 Andrew Ollquist'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

June 9, 2018 - Present

MFR SECURITIES, INC.

BD
CRD#: 36308
Naples, FL
Past

September 10, 2014 - May 31, 2018

THE WILLIAMS CAPITAL GROUP, L.P.

BD
CRD#: 35149
NEW YORK, NY
Past

October 23, 2013 - September 10, 2014

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
NEW YORK, NY
Past

September 5, 2013 - October 30, 2013

THE WILLIAMS CAPITAL GROUP, L.P.

BD
CRD#: 35149
NEW YORK, NY
Past

May 16, 2011 - September 18, 2013

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

November 3, 2008 - May 10, 2011

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

November 14, 1988 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

July 25, 1987 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

March 21, 1986 - September 17, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
Illinois
(6/9/2018)
RR
New Jersey
(6/9/2018)
RR
New York
(6/9/2018)
RR
Pennsylvania
(6/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 5/21/1986
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
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MFR SECURITIES, INC.
MARIA FIORINI RAMIREZ SECURITIES, INC. | MFR SECURITIES, INC.

CRD#: 36308 / SEC#: , 8-47186

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


Main Address
2150 Goodlette Frank Road North, Suite 650, Naples, FL 34102
Mailing Address
P.o. Box 8568, Naples, FL 34102
Phone number
(212) 416-5000
Established
Florida since 04/21/2025
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
MARIA FIORINI RAMIREZ, INC.SOLE SHAREHOLDER
MILLER, ANDREW DAVIDFINOP5106774
RAMIREZ, GEORGE MANUELPRESIDENT & CEO/ CHIEF COMPLIANCE OFFICER/ CFO/DIRECTOR2618023
RAMIREZ, MARIA FIORINICHAIRWOMAN1277347
RAMIREZ, MARIA FIORINIDIRECTOR1277347

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


MFR SECURITIES, INC.

CRD#: 36308Naples, FL

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