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Mark S. Brooks

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CRD#: 1726326
MB

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.

Mark Stanley Brooks was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1987. Mark had worked at 6 firms and has passed the SIE, Series 99TO and Series 27 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 4, 2015 - May 9, 2016

ORBIT GROUP LLC

BD
CRD#: 173271
WILLIAMSVILLE, NY
Past

August 26, 1999 - September 29, 2021

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

November 22, 1991 - September 2, 1999

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

November 13, 1989 - January 2, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

BD
CRD#: 22540
Past

April 26, 1989 - November 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
HOUSTON, TX
Past

August 10, 1987 - May 11, 1989

ROTAN MOSLE INC.

BD
CRD#: 727

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


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam

Current Firm


OG
ORBIT GROUP LLC
ORBIT GROUP LLC

CRD#: 173271 / SEC#: , 8-69534

BD
Terminated by SEC on 07/08/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/18/2013
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AAA WESTERN & CENTRAL NEW YORK, INC.SHAREHOLDER
BROOKS, MARK STANLEYFINOP/CFO1726326
MOLSBERGER, JEREMY TOLCHIEF COMPLIANCE OFFICER1921865

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


ORBIT GROUP LLC

CRD#: 173271

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