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Neil D. Winward

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CRD#: 2137812
NW

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.

Neil David Winward was a registered financial professional .

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

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

September 28, 2018 - May 24, 2019

MARINER GROUP CAPITAL MARKETS, LLC

BD
CRD#: 25878
NEW YORK, NY
Past

December 23, 2015 - October 17, 2016

OCP CAPITAL, LLC

BD
CRD#: 143381
WELLINGTON, FL
Past

November 6, 2012 - December 16, 2015

CHATHAM FINANCIAL SECURITIES LLC

BD
CRD#: 118818
NEW YORK, NY
Past

May 19, 2010 - October 19, 2012

MCS CAPITAL MARKETS LLC

BD
CRD#: 151337
NEW YORK, NY
Past

January 19, 2009 - April 23, 2009

EUREKA CAPITAL MARKETS, LLC

BD
CRD#: 116873
NEW YORK, NY
Past

December 17, 1996 - February 7, 2007

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

May 30, 1991 - December 17, 1996

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087

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: 5/30/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MG
MARINER GROUP CAPITAL MARKETS, LLC
EAST HAMPTON SECURITIES, INC. | MARINER GROUP CAPITAL MARKETS, LLC | MARINER GROUP CAPITAL MARKETS, INC. | EAST HAMPTON SECURITIES, LTD.

CRD#: 25878 / SEC#: , 8-42116

BD
Terminated by SEC on 02/24/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MIG HOLDINGS, LLCDIRECT OWNER
DRISCOLL, JENNIFER LEE SJOMANCHIEF COMPLIANCE OFFICER4254395
RUBIN, DONALD JOSEPHFINOP4453420
TURCHYN, WILLIAMPRESIDENT/GSP450442

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


MARINER GROUP CAPITAL MARKETS, LLC

CRD#: 25878

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