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MV

Mauricio Vega

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CRD#: 2027025
MV

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.

Mauricio Vega III, who also goes by Mauricio Vega, Tray Vega III, Tre Vega III, Trey Vega Iii, was a registered financial professional .

Mauricio is a previously registered financial professional and started their career in finance in 1990. Mauricio had worked at 11 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mauricio Vega | Tray Vega Iii | Tre Vega Iii | Trey Vega Iii

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

December 12, 1996 - February 4, 1997

TAYLOR STUART FINANCIAL, INC.

BD
CRD#: 39025
GREAT NECK, NY
Past

November 30, 1995 - November 21, 1996

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

July 31, 1995 - October 20, 1995

T.L. GROUP, INC.

BD
CRD#: 22097
FORT WORTH, TX
Past

July 6, 1995 - October 27, 1995

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

January 25, 1995 - September 26, 1995

T.L. SMITH SECURITIES

BD
CRD#: 17978
Past

June 3, 1994 - November 29, 1994

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 30, 1993 - June 3, 1994

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

November 19, 1991 - August 25, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

April 11, 1991 - November 27, 1991

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

October 23, 1990 - December 7, 1990

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

May 1, 1990 - October 18, 1990

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 5/11/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TS
TAYLOR STUART FINANCIAL, INC.
800 NO LOADS, INC. | TAYLOR STUART FINANCIAL, INC. | TAYLOR STUART FINANCIAL | STATE STREET SECURITIES, INC.

CRD#: 39025 / SEC#: , 8-48577

BD
Terminated by SEC on 06/07/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/23/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GIBSTEIN, EDWARD TAYLORPRESIDENT1197295
MINNAKER, IRVING STUARTTREASURER1814108
KURTZ, RICHARD JAYDIRECT OWNER
GIBSTEIN, RONADIRECT OWNER
MOORE, EILEEN ACHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2622527
SPINDEL, HOWARDSROP, CROP708042

Disclosures


Regulatory Event2
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


TAYLOR STUART FINANCIAL, INC.

CRD#: 39025

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