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Dodd L. Mcgough

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CRD#: 2107681
DM

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.

Dodd Lee Mcgough, who also goes by Dodd Lee Mcgough, Dodd Mcgough, was a registered financial professional .

Dodd is a previously registered financial professional and started their career in finance in 1991. Dodd had worked at 7 firms and has passed the Series 63, Series 65, Series 7, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dodd Lee Mcgough | Dodd Mcgough

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 9, 2020 - August 14, 2020

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
Jupiter, FL
Past

February 15, 2000 - September 11, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

January 12, 2000 - February 23, 2000

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 17, 1997 - January 2, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

June 7, 1996 - December 13, 1996

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

October 16, 1995 - June 5, 1996

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

January 14, 1993 - July 26, 1995

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

January 1, 1991 - December 17, 1992

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN

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: 7/13/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/30/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PB
PEAK BROKERAGE SERVICES, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC | TOP ADVISORS GROUP | PEAK BROKERAGE SERVICES, LLC

CRD#: 157045 / SEC#: , 8-68829

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


Main Address
1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999
Mailing Address
1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999
Phone number
(561) 641-5050
Established
Georgia since 02/16/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
PEAK REPS, LLCOWNER
COKER, KARENCHIEF RISK OFFICER2731928
MUELLER, CHRISTOPHER BRIANCHIEF OPERATIONS OFFICER2098597
PHILLIPS, DAVID LEVERTCHIEF INFORMATION SECURITY OFFICER2054858
REYNOLDS, MATTHEW MARKPRESIDENT/FINOP4077413
RUDNICK, REGINA MARYPRESIDENT/HEAD OF ADVISOR SERVICES2373530
TAYLOR, CHRISTIAN GABRIELCHIEF COMPLIANCE OFFICER5462381

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


PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

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