Bridget E. Albertson
Professional summary
Being a previously registered professional could mean that this person 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.
Bridget Egan Albertson, who also goes by Bridget Elizabeth Egan, Elizabeth Bridget Egan, was a registered financial professional .
Bridget is a previously registered financial professional and started their career in finance in 1999. Bridget had worked at 7 firms and has passed the Series 63, Series 66, Series 22TO, Series 82TO, Series 6TO, Series 52TO, Series 99TO, SIE, Series 7 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2019 - January 31, 2024
MARCH CAPITAL CORP.
June 21, 2010 - January 30, 2019
NORTH SOUTH CAPITAL, LLC
March 22, 2010 - June 15, 2010
BEANPOT FINANCIAL SERVICES, INC.
May 9, 2008 - March 22, 2010
SINCLAIR & COMPANY, LLC
April 10, 2008 - May 1, 2008
SOUND SECURITIES, LLC
September 30, 2005 - January 7, 2008
CHANNEL CAPITAL GROUP LLC
June 1, 1999 - May 16, 2001
AUGMENT SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 62
Date: 5/28/1999
Corporate Securities Limited Representative ExaminationCurrent Firm
MARCH CAPITAL CORP.
CRD#: 24142 / SEC#: , 8-41173
Contact information
FINRA licenses (24 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RICE, RICHARD JAY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 725697 |
Regulatory assets under management
| Total Number of Accounts | 3 |
| 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.
