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Byron L. Holley

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CRD#: 1747442
BH

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.

Byron Lee Holley was a registered financial advisor .

Byron is a previously registered financial advisor and started their career in finance in 1987. Byron had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 8 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

November 23, 2007 - March 17, 2008

MSC - BD, LLC

BD
CRD#: 142927
LAKE OSWEGO, OR
Past

October 25, 2005 - August 22, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
LEXINGTON, KY
Past

March 4, 2003 - August 31, 2005

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
LEXINGTON, KY
Past

February 14, 1997 - August 22, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
LEXINGTON, KY
Past

August 2, 1996 - February 19, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 24, 1993 - August 14, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 12, 1989 - June 22, 1993

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 12, 1989 - June 22, 1993

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 25, 1988 - November 29, 1988

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

July 25, 1988 - November 29, 1988

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

October 16, 1987 - July 12, 1988

WADDELL & REED

BD
CRD#: 866

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
IAR
Series 65
Date: 7/22/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/23/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


M-
MSC - BD, LLC
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC

CRD#: 142927 / SEC#: , 8-67511

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


Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035
Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035
Phone number
(503) 515-1313
Established
Florida since 07/10/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
MADISON STREET CAPITAL, LLCOWNER
BOTCHWAY, CHARLES OKAIPRESIDENT5752036
DIAMOS, ANTHONY SOLONFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4872899
MCINTYRE, PAUL JOSEPHCCO1002368

Disclosures


Regulatory Event1
Arbitration1

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


MSC - BD, LLC

CRD#: 142927

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