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Browning E. Mank

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CRD#: 2188827
BM

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.

Browning E Mank, who also goes by Shirley Elizabeth Browning, Beth Browning, Browning E Mank, was a registered financial professional .

Browning is a previously registered financial professional and started their career in finance in 1996. Browning had worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shirley Elizabeth Browning | Beth Browning | Browning E Mank

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

July 13, 2017 - April 14, 2021

ACKERMAN CAPITAL MANAGEMENT

RIA
CRD#: 123824
DALLAS, TX
Past

September 26, 2006 - September 17, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

January 30, 2004 - September 26, 2006

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
NEWPORT BEACH, CA
Past

July 22, 1997 - December 16, 2004

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

February 21, 1996 - January 30, 2004

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA
Registered Investment Advisory firm - (11/13/2002 Approved)

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
IAR
Series 65
Date: 7/13/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/11/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA
Registered Investment Advisory firm - (11/13/2002 Approved)
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Contact information


Main Address
5956 Sherry Lane Suite 1600, Dallas, TX 75225
Mailing Address
Phone number
(214) 361-5383
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM PART 2A BROCHURE 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts535
AUM (Assets Under Management)$ 477,172,304

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


ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824

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