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Mark D. Lay

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CRD#: 1998960
ML

Professional summary


Mark Douglas Lay MR. was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark is a previously registered financial advisor and started their career in finance in 1989. Prior to being barred, Mark had worked at 4 firms, which includes MDL CAPITAL MANAGEMENT INCORPORATED, NORTHEAST SECURITIES LLC, CARTWRIGHT AND WALKER SECURITIES INCORPORATED, MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Douglas Lay

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 13, 2003 - December 31, 2007

MDL CAPITAL MANAGEMENT, INCORPORATED

RIA
CRD#: 111513
PITTSBURGH, PA
Past

May 3, 1995 - April 23, 1996

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

December 11, 1992 - July 11, 1995

CARTWRIGHT AND WALKER SECURITIES, INCORPORATED

BD
CRD#: 23504
LOS ANGELES, CA
Past

November 24, 1989 - August 6, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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: 3/16/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/14/1989
National Commodity Futures Examination
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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