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Ansel R. Eshelman

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CRD#: 1676829
AE

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.

Ansel Ross Eshelman was a registered financial professional .

Ansel is a previously registered financial professional and started their career in finance in 1987. Ansel had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 53 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)


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 9, 2010 - December 31, 2014

MOUNTAINVIEW SECURITIES, LLC

BD
CRD#: 7882
HOUSTON, TX
Past

December 1, 2009 - August 11, 2010

MADISON WILLIAMS AND COMPANY

BD
CRD#: 149530
HOUSTON, TX
Past

April 15, 2002 - March 2, 2010

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

April 11, 2001 - April 22, 2002

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

December 7, 1999 - July 25, 2001

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

April 10, 1995 - November 30, 1999

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

January 12, 1988 - August 30, 1988

MORTGAGE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19840
Past

January 12, 1988 - April 24, 1995

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
HOUSTON, TX
Past

October 29, 1987 - January 26, 1988

DOVER GROUP, INC.

BD
CRD#: 16809
Past

May 21, 1987 - November 20, 1987

SCHAEFER SECURITIES, INC.

BD
CRD#: 18046

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
Series 63
Date: 6/4/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
MOUNTAINVIEW SECURITIES, LLC
CAPMARK SECURITIES INC. | NEWMAN AND ASSOCIATES, INC. | MOUNTAINVIEW SECURITIES, LLC | GMAC COMMERCIAL HOLDING CAPITAL MARKETS CORP.

CRD#: 7882 / SEC#: , 8-23489

BD
Terminated by SEC on 12/25/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/22/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MOUNTAIN VIEW CAPITAL HOLDINGS, LLCDIRECT OWNER
BOW, SUSAN ELIZABETHEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, CCO3069700
MORGAN, MICHAEL PITTMANCHEIF EXECUTIVE OFFICER/ GSP1796434
SHIVELEY, MATTHEW JOHNCFO6396136
WATTS, ROBERT LLOYDEVP/FINOP4110575

Disclosures


Regulatory Event2

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


MOUNTAINVIEW SECURITIES, LLC

CRD#: 7882

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