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Michael R. Brooks

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CRD#: 2086694
MB

Professional summary


Michael Robert Brooks was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Michael had worked at 6 firms, which includes FOX & COMPANY INVESTMENTS INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., UBS FINANCIAL SERVICES INC., PRUDENTIAL EQUITY GROUP LLC, MORGAN STANLEY DW INC..

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

April 21, 1994 - May 26, 2004

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
SCOTTSDALE, AZ
Past

July 31, 1993 - October 29, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 25, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 7, 1992 - January 11, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 27, 1991 - January 6, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 7, 1990 - January 8, 1991

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
RR
Series 63
Date: 11/14/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


F&
FOX & COMPANY INVESTMENTS INC.
FOX & COMPANY | FOX & COMPANY INVESTMENTS INC.

CRD#: 18517 / SEC#: , 8-37061

BD
Terminated by SEC on 05/10/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 09/11/1985
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MOLDERMAKER, JAMES WILFREDOWNER858894
ALOI, STEPHEN ROBERT IICHIEF COMPLIANCE OFFICER3873
SULLIVAN, JAMES CHESTERROSFP804918
TRASK, ROBERT JAMESCHIEF FINANCIAL OFFICER2509073

Disclosures


Regulatory Event11
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

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