Michele M. Segalla
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.
Michele Mohler Segalla, who also goes by Michele Anne Mohler, Michele A Segalla, was a registered financial professional .
Michele is a previously registered financial professional and started their career in finance in 1991. Michele had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 26, 2009 - April 2, 2013
ZELMAN PARTNERS, LLC
June 20, 2008 - December 16, 2008
PULSE TRADING, INC.
April 6, 1999 - May 30, 2008
J.P. MORGAN SECURITIES LLC
October 25, 1991 - February 2, 1999
JPMSI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ZELMAN PARTNERS, LLC
CRD#: 145187 / SEC#: , 8-67713
Contact information
FINRA licenses (26 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WDIB, LLC | MANAGING MEMBER | |
| ERWIN, STEPHEN TODD | CCO/AMLCO | 5028461 |
| GROMAN, DANIEL JASON | BOARD MEMBER | 7974401 |
| MCGILL, ANTHONY JACOB | MANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE) | 4379700 |
| TABASSO, THEODORE PAUL | CHIEF OPERATIONS OFFICER, DIRECTOR OF SALES | 1875019 |
| THEOBALD, STEPHEN PATRICK | BOARD MEMBER | |
| WANK, STEPHEN H | CFO/FIN-OP | 5062089 |
| ZELMAN, IVY LYNNE | DIRECTOR OF RESEARCH | 2288665 |
Red Flags
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