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RM

Robert E. Marquez

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CRD#: 2266269
RM

Professional summary


Robert Emmett Marquez was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Robert had worked at 10 firms, which includes INVESTMENT NETWORK INC., EDI FINANCIAL INC., COLORADO FINANCIAL SERVICE CORPORATION, BROOKSTONE SECURITIES INC., EMPIRE FINANCIAL GROUP INC., RYAN BECK & CO., CAPITAL GROWTH FINANCIAL LLC, DALTON KENT SECURITIES GROUP INC., TRADE.COM ONLINE SECURITIES INC., COMMONWEALTH ASSOCIATES.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Marquez

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

January 4, 2017 - November 6, 2023

INVESTMENT NETWORK, INC.

BD
CRD#: 127724
SMITHTOWN, NY
Past

May 14, 2013 - December 31, 2016

EDI FINANCIAL, INC.

BD
CRD#: 15699
SMITHTOWN, NY
Past

June 22, 2012 - June 6, 2013

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
SMITHTOWN, NY
Past

December 11, 2008 - June 21, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
SMITHTOWN, NY
Past

June 3, 2004 - December 23, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
SMITHTOWN, NY
Past

April 29, 2002 - June 7, 2004

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

July 6, 2001 - May 1, 2002

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

April 3, 2001 - July 6, 2001

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

March 8, 1996 - May 15, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

September 14, 1992 - March 15, 1996

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY

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: 9/22/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IN
INVESTMENT NETWORK, INC.
INVESTMENT NETWORK, INC.

CRD#: 127724 / SEC#: , 8-66036

Ohio
Registered Investment Advisory firm - SEC (4/17/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
4639 Whipple Ave Nw, Canton, OH 44718
Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718
Phone number
(330) 564-0568
Established
Ohio since 04/24/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

FINRA licenses (27 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ARNOLD, GARY LEESHAREHOLDER852859
DYER, JOHN DCFO/FINOPS7506760
WILSON, MICHAELCCO1096660

Disclosures


Regulatory Event2

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


INVESTMENT NETWORK, INC.

CRD#: 127724

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