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OB

Omar A. Brown

YOUNG AMERICA CAPITAL
Mamaroneck, NY 10543
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CRD#: 2074365
OB

Professional summary


Omar Anthony Brown, who also goes by Omar Brown, is a registered financial professional currently at YOUNG AMERICA CAPITAL, LLC located in Mamaroneck, New York.

Omar is registered as a RR (Registered Representative) and started their career in finance in 1990. Omar has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 55 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Omar Brown

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) - BD


Click below to view Omar Anthony Brown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 16, 2017 - Present

YOUNG AMERICA CAPITAL, LLC

Office #1: 141 East Boston Post Road, Mamaroneck, NY 10543
BD
CRD#: 150443
Mamaroneck, NY
Past

August 19, 2014 - March 23, 2017

REDTAIL CAPITAL MARKETS, LLC

BD
CRD#: 169781
New York, NY
Past

February 27, 2012 - November 8, 2012

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

August 30, 2010 - November 22, 2011

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 5, 2009 - August 25, 2010

KELLOGG PARTNERS INSTITUTIONAL SERVICES LLC

BD
CRD#: 126935
NEW YORK, NY
Past

May 25, 2006 - May 4, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

September 17, 1990 - February 4, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/17/2021)
RR
Pennsylvania
(3/25/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/1/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/11/2001
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 12/8/1999
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


YA
YOUNG AMERICA CAPITAL, LLC
YOUNG AMERICA CAPITAL, LLC

CRD#: 150443 / SEC#: , 8-68260

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


Main Address
141 East Boston Post Road, Mamaroneck, NY 10543
Mailing Address
141 East Boston Post Road, Mamaroneck, NY 10543
Phone number
(914) 777-0100
Established
Delaware since 05/08/2000
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (30 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#
FORMANEK, PETER JAMESMANAGING MEMBER
FORMANEK, PETER JAMESFINANCIAL PRINCIPAL
FORMANEK, PETER JAMESCFO
FORMANEK, PETER JAMESCCO, AMLCO

Disclosures


Regulatory Event1

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


YOUNG AMERICA CAPITAL, LLC

CRD#: 150443Mamaroneck, NY 10543

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