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MH

Murray C. Huneke

NORTH POINT MERGERS AND ACQUISITIONS
San Francisco, CA 94104
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CRD#: 1530966
MH

Professional summary


Murray Carter Huneke is a registered financial professional currently at NORTH POINT MERGERS AND ACQUISITIONS, INC. located in San Francisco, California.

Murray is registered as a RR (Registered Representative) and started their career in finance in 1992. Murray has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 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 Murray Carter Huneke'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

November 9, 2018 - Present

NORTH POINT MERGERS AND ACQUISITIONS, INC.

Office #1: 580 California Street Suite 2200, San Francisco, CA 94104
BD
CRD#: 133300
San Francisco, CA
Past

November 8, 2017 - August 30, 2018

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
San Francisco, CA
Past

November 19, 2012 - November 14, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
SAN FRANCISCO, CA
Past

May 17, 2002 - November 19, 2012

PIPER SANDLER & CO.

BD
CRD#: 665
EAST PALO ALTO, CA
Past

October 1, 1997 - September 29, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

June 13, 1994 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

August 17, 1992 - March 18, 1994

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

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
(11/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/1992
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
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NP
NORTH POINT MERGERS AND ACQUISITIONS, INC.
NORTH POINT ADVISORS, INC. | NORTH POINT MERGERS AND ACQUISITIONS, INC. | NORTH POINT ADVISORS, LLC

CRD#: 133300 / SEC#: , 8-66709

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


Main Address
580 California Street, Suite 2200, San Francisco, CA 94104
Mailing Address
580 California Street, Suite 2200, San Francisco, CA 94104
Phone number
(415) 358-3500
Established
Delaware since 12/19/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
NORTH POINT LLCOWNER ENTITY
COLE, GARRISON ALLENCO-CFO7895314
JACQUIN, DAVID M JRCEO, CCO, POO, PFO2380441
POSTREL, HELENE BERSONFINOP2240945

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


NORTH POINT MERGERS AND ACQUISITIONS, INC.

CRD#: 133300San Francisco, CA 94104

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