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William M. Hogan

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CRD#: 1770031
WH

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.

William Michael Hogan, who also goes by Mike Hogan, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1987. William had worked at 20 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Hogan

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 6, 2014 - September 20, 2016

CUREX SECURITIES (USA), LLC

BD
CRD#: 170141
NEW YORK, NY
Past

October 29, 2010 - October 7, 2013

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
RUMSON, NJ
Past

November 10, 2008 - December 31, 2009

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
BOSTON, MA
Past

February 29, 2008 - October 7, 2013

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
RUMSON, NJ
Past

June 28, 2006 - February 25, 2008

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA
CRD#: 107105
NEW YORK, NY
Past

February 23, 2006 - September 29, 2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

September 28, 2004 - June 28, 2006

BLACKROCK CAPITAL MANAGEMENT, INC.

RIA
CRD#: 108069
NEW YORK, NY
Past

November 14, 2002 - February 25, 2008

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
BOSTON, MA
Past

January 15, 2002 - November 7, 2002

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

September 17, 1998 - January 25, 2002

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA
Past

September 30, 1997 - September 3, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 25, 1996 - September 9, 1996

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

February 17, 1995 - October 9, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

January 30, 1995 - February 16, 1995

DIME SECURITIES, INC.

BD
CRD#: 28955
BROOKLYN, NY
Past

June 28, 1994 - February 7, 1995

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

April 22, 1991 - June 15, 1994

COMMUNITY SECURITIES OF NEW JERSEY, INC.

BD
CRD#: 14803
Past

March 7, 1991 - July 10, 1992

COMMUNITY SECURITIES, INC.

BD
CRD#: 10431
ROCHESTER, NY
Past

October 5, 1989 - February 1, 1991

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

May 11, 1989 - July 8, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

October 5, 1988 - June 3, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

September 20, 1988 - October 20, 1988

HIGHLANDER CAPITAL GROUP, INC.

BD
CRD#: 19074
Past

December 11, 1987 - September 26, 1988

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

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: 3/8/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/2001
General Securities Principal Examination

Current Firm


CS
CUREX SECURITIES (USA), LLC
CUREX SECURITIES (USA), LLC

CRD#: 170141 / SEC#: , 8-69409

BD
Terminated by SEC on 05/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/21/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CUREX GROUP HOLDINGS, LLCMEMBER
FEENEY, ROBERT FRANCISCFO/FINOP1091021
SOLANO, STEVE NMNCEO/CCO1650853

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


CUREX SECURITIES (USA), LLC

CRD#: 170141

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