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KG

Keith D. Grossman

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CRD#: 2127371
KG

Professional summary


Keith Dennis Grossman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Keith is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Keith had worked at 9 firms, which includes LEGEND MERCHANT GROUP INC., ASH FINANCIAL CORP., H.J. MEYERS & CO. INC., INVESTORS ASSOCIATES INC., MEYERS POLLOCK ROBBINS INC., INSTITUTIONAL EQUITY CORPORATION, CAMELOT INVESTMENT CORP., FIRST ASSET MANAGEMENT INC., FIRST CHOICE SECURITIES CORP..

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

November 10, 1997 - December 10, 1997

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

August 8, 1997 - November 7, 1997

ASH FINANCIAL CORP.

BD
CRD#: 24990
GREAT NECK, NY
Past

April 28, 1997 - June 6, 1997

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

May 2, 1995 - April 18, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

January 26, 1995 - May 12, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

April 19, 1994 - December 15, 1994

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX
Past

May 18, 1993 - April 26, 1994

CAMELOT INVESTMENT CORP.

BD
CRD#: 21925
Past

December 17, 1991 - May 25, 1993

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

June 17, 1991 - December 24, 1991

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021

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: 9/27/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LM
LEGEND MERCHANT GROUP, INC.
I. A. RABINOWITZ & CO. | LEGEND MERCHANT GROUP, INC. | IAR SECURITIES CORP.

CRD#: 5155 / SEC#: 801-63525, 8-21703

BD
Abandoned by SEC on 12/02/2020
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Contact information


Main Address
100 Bush Street, Suite 428, San Francisco, CA 94104
Mailing Address
Phone number
Established
New York since 11/17/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
LEDGE END CORP.OWNER
UNSWORTH, DAVID WOODS JRCHAIRMAN, CCO, CEO & PRESIDENT1609040

Disclosures


Regulatory Event12
Arbitration4
Judgment/Lien4

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


LEGEND MERCHANT GROUP, INC.

CRD#: 5155

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