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Shixiong Liu

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CRD#: 2217632
SL

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.

Shixiong Liu, who also goes by Garvin Liu, Halley Liu, Shi XIong Liu, was a registered financial advisor .

Shixiong is a previously registered financial advisor and started their career in finance in 1992. Shixiong had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Garvin Liu | Halley Liu | Shi Xiong Liu

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 25, 2010 - October 7, 2011

SEVEN POINTS CAPITAL, LLC

BD
CRD#: 144211
NEW YORK, NY
Past

December 17, 2009 - August 4, 2010

MORGAN STANLEY

RIA
CRD#: 149777
SAN FRANCISCO, CA
Past

December 16, 2009 - August 4, 2010

MORGAN STANLEY

BD
CRD#: 149777
SAN FRANCISCO, CA
Past

November 26, 2007 - December 16, 2009

SEVEN POINTS CAPITAL, LLC

BD
CRD#: 144211
NEW YORK, NY
Past

March 29, 2006 - November 8, 2007

EQUITY TRADING ONLINE, LLC

BD
CRD#: 104038
FREEMONT, CA
Past

December 3, 1996 - April 12, 2006

PCI*TRADE SECURITIES

BD
CRD#: 40650
MILPITAS, CA
Past

July 12, 1994 - March 21, 2001

WHITEHALL-PARKER SECURITIES, INC.

BD
CRD#: 10608
SAN RAFAEL, CA
Past

July 16, 1993 - July 11, 1994

REYNOLDS KENDRICK STRATTON, INC.

BD
CRD#: 10414
Past

March 31, 1993 - July 15, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 30, 1992 - October 27, 1992

FIRST CALIFORNIA SECURITIES

BD
CRD#: 23683
SANTA CLARA, CA

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: 3/4/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SP
SEVEN POINTS CAPITAL, LLC
SEVEN POINTS CAPITAL, LLC

CRD#: 144211 / SEC#: , 8-67644

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


Main Address
150 East 52nd Street Suite 3002, New York, NY 10022
Mailing Address
150 East 52nd Street Suite 3002, New York, NY 10022
Phone number
(212) 760-0760
Established
New York since 02/23/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KATZ, MICHAEL M.OWNER4351041
MANGIERI, MICHAEL HOWARDPARTNER, CEO, CCO4229177
MILLER, JOHN STEVENSONFINOP2139980

Disclosures


Regulatory Event7

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


SEVEN POINTS CAPITAL, LLC

CRD#: 144211

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