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JM

John D. Mackin

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CRD#: 2135430
JM

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.

John Drott Mackin, who also goes by John D Mackin, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1994. John had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John D Mackin

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

August 12, 2016 - July 25, 2017

TOBIN & COMPANY SECURITIES LLC

BD
CRD#: 137918
CHARLOTTE, NC
Past

January 30, 2014 - July 25, 2016

TANGENT CAPITAL PARTNERS, LLC

BD
CRD#: 146999
SHORT HILLS, NJ
Past

August 8, 2011 - February 13, 2012

REVERE SECURITIES LLC

BD
CRD#: 14178
NEW YORK, NY
Past

September 16, 2010 - June 13, 2011

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
NEW YORK, NY
Past

May 1, 2009 - November 2, 2009

NEXBANK SECURITIES INC

BD
CRD#: 133267
NEW YORK, NY
Past

June 5, 2003 - February 10, 2004

LAZARD ASSET MANAGEMENT LLC

RIA
CRD#: 122836
NEW YORK, NY
Past

July 10, 1997 - February 10, 2004

LAZARD FRERES & CO. LLC

BD
CRD#: 2528
NEW YORK, NY
Past

March 22, 1994 - May 9, 1997

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 22, 1994 - May 9, 1997

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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: 5/18/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


T&
TOBIN & COMPANY SECURITIES LLC
TOBIN & COMPANY SECURITIES LLC | TOBIN SOLITARIO SECURITIES LLC | TOBIN ADVISORS LLC | TOBIN ADVISORS II LLC

CRD#: 137918 / SEC#: , 8-67134

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


Main Address
101 South Tryon Street Suite 2700, Charlotte, NC 28280
Mailing Address
P.o. Box 30486, Charlotte, NC 28230
Phone number
(704) 334-2772
Established
North Carolina since 05/12/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 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#
TOBIN & COMPANY INVESTMENT BANKING GROUP LLCPARENT COMPANY
TOBIN, JUSTINE EIDTCHIEF COMPLIANCE OFFICER1641345

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


TOBIN & COMPANY SECURITIES LLC

CRD#: 137918

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