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MC

Michael T. Calloway

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CRD#: 1621766
MC

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.

Michael T Calloway, who also goes by Michael Todd Calloway, Mike Calloway, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2007. Michael had worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Todd Calloway | Mike Calloway

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)


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

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


Past

August 26, 2015 - April 30, 2016

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
Dallas, TX
Past

November 5, 2014 - January 5, 2015

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
ADDISON, TX
Past

October 2, 2014 - January 5, 2015

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
ADDISON, TX
Past

October 31, 2013 - August 8, 2014

QUASAR TRADING, LLC

BD
CRD#: 151974
SAN JUAN, PR
Past

January 24, 2012 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

September 13, 2011 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

September 11, 2007 - April 17, 2008

LINCOLN INVESTMENT

RIA
CRD#: 519
HOFFMAN ESTATES, IL
Past

June 28, 2007 - April 17, 2008

LINCOLN INVESTMENT

BD
CRD#: 519
HOFFMAN ESTATES, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/20/2012
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GW
GAR WOOD SECURITIES, LLC
GAR WOOD SECURITIES, LLC | TOLEDOTRADE

CRD#: 138033 / SEC#: , 8-67143

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


Main Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Mailing Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Phone number
(312) 566-0741
Established
Delaware since 02/20/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
GERECKE, DENNIS ROBERTCLASS A MEMBER, EVP, COO, ROSFP1856554
JERSEY, ROBERT STANTONCEO, CLASS A MEMBER, SOLE MGR.1592359
ROETTGER, ANDREWCLASS B MEMBER7427489
JERSEY, RICHARD ANDREWCLASS B MEMBER8002945
DOOLEY, BRADFORD ROUTSIDE FINOP, PRIMARY FINANCIAL OFFICER, PRIMARY OPERATIONS OFFICER4308078
GANTAR, CRAIG MICHAELCLASS B MEMBER, SVP, SALES MANAGER3238628
GOUWENS, SHERRY LEECLASS B MEMBER , CHIEF ADMINISTRATIVE OFFICER4458617
JERSEY, ROBERT COLEMANCLASS B MEMBER, SVP - SENIOR RELATIONSHIP MGR5870086
TATTAS, MICHAEL CARLCLASS B MEMBER, CHIEF COMPLIANCE OFFICER4386824

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


GAR WOOD SECURITIES, LLC

CRD#: 138033

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