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MW

Mark C. Whitver

Some features on this profile are disabled
CRD#: 1857397
MW

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 Christian Whitver was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1988. Mark had worked at 10 firms and has passed the Series 63, Series 7 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

January 4, 1996 - March 25, 1996

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

June 8, 1995 - December 31, 1995

GILBERT MARSHALL & COMPANY

BD
CRD#: 13954
GREELEY, CO
Past

July 23, 1993 - May 17, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 12, 1990 - November 22, 1991

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

May 18, 1990 - June 18, 1990

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

October 23, 1989 - May 18, 1990

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

July 19, 1989 - October 25, 1989

L.F. THOMPSON & COMPANY

BD
CRD#: 21820
Past

May 22, 1989 - July 25, 1989

FIRM ONE SECURITIES, INCORPORATED

BD
CRD#: 13531
Past

January 24, 1989 - May 31, 1989

U.S. ADVISORS, INC.

BD
CRD#: 10721
Past

October 19, 1988 - January 10, 1989

GRAYSTONE NASH, INC.

BD
CRD#: 10635

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: 10/21/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/20/1995
General Securities Principal Examination

Current Firm

CS
CENTEX SECURITIES, INCORPORATED
CAPITALINE SECURITIES, INC. | PMC GROUP, INC. | PMC GROUP | LA JOLLA SECURITIES CORPORATION | CENTEX SECURITIES, INCORPORATED | CENTEX SECURITIES CORPORATION

CRD#: 18493 / SEC#: , 8-43569

BD
Terminated by SEC on 10/09/2001
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 04/28/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BIDDICK, BRUCE ALANCHIEF EXECUTIVE OFFICER1124697

Disclosures

Regulatory Event15
Arbitration16

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

CENTEX SECURITIES, INCORPORATED

CRD#: 18493

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