AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GS

Gary A. Schuman

MDB CAPITAL
Addison, TX 75001
Some features on this profile are disabled
CRD#: 2237720
GS

Professional summary


Gary Alan Schuman is a registered financial professional currently at MDB CAPITAL located in Addison, Texas.

Gary is registered as a RR (Registered Representative) and started their career in finance in 1992. Gary has worked at 7 firms and has passed the Series 63, Series 99TO, Series 52TO, Series 79TO, SIE, Series 87, Series 7, Series 14, Series 27, Series 53, Series 4 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) - BD


Click below to view Gary Alan Schuman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 7, 2009 - Present

MDB CAPITAL

Office #1: 14135 Midway Road, Suite G-150, Addison, TX 75001
BD
CRD#: 42677
Addison, TX
Past

January 5, 2009 - June 19, 2018

MENTOR SECURITIES, LLC

BD
CRD#: 147682
WESTLAKE VILLIAGE, CA
Past

March 16, 2004 - April 15, 2004

THOMAS GREEN SECURITIES, INC.

BD
CRD#: 571
LOS ANGELES, CA
Past

October 9, 2003 - November 3, 2008

USBX ADVISORY SERVICES, LLC

BD
CRD#: 104283
LOS ANGELES, CA
Past

July 21, 1999 - August 7, 2000

NBC FINANCIAL, INC.

BD
CRD#: 46087
SAN ANTONIO, TX
Past

April 25, 1995 - September 30, 2013

EQUIBOND, INC.

BD
CRD#: 37378
LOS ANGELES, CA
Past

August 19, 1994 - May 1, 1995

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

May 15, 1992 - August 31, 1992

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/26/2018)
RR
California
(12/7/2009)
RR
Texas
(3/24/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 5/26/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1994
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MC
MDB CAPITAL
MARSHALL MERCHANT GROUP, LLC | PUBLIC VENTURES, LLC | MDB CAPITAL GROUP LLC | MDB CAPITAL

CRD#: 42677 / SEC#: , 8-49951

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
14135 Midway Road, Suite G-150, Addison, TX 75001
Mailing Address
14135 Midway Road, Suite G-150, Addison, TX 75001
Phone number
(945) 262-9010
Established
California since 12/26/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
MDB CAPITAL HOLDINGS, LLCPARENT COMPANY
MARLETT, CHRISTOPHER ANTHONYPRESIDENT, CEO, GSP1526644
SCHUMAN, GARY ALANCFO, CHIEF COMPLIANCE OFFICER, FINOP2237720
ZAPANTA, ALEX RAY S JR.PRINCIPAL OPERATIONS OFFICER5414779

Disclosures


Regulatory Event3

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


MDB CAPITAL

CRD#: 42677Addison, TX 75001

TRUST BUT VERIFY

Monitor Gary Schuman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
Kerry John Prazak
Kerry PrazakAdvisorCheck Check Mark
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
IAR
SOUTHLAKE, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics