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Glenn M. Deak

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CRD#: 2330830
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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.

Glenn Michael Deak was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 1993. Glenn had worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24 and Series 4 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

August 8, 2007 - April 16, 2008

MLP REAL ESTATE SECURITIES, INC.

BD
CRD#: 140383
SACRAMENTO, CA
Past

January 11, 2005 - August 25, 2005

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

September 16, 2004 - July 14, 2021

THE IRA GUY LLC

RIA
CRD#: 132418
SPARKS, NV
Past

February 2, 1999 - July 2, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CUPERTINO, CA
Past

January 10, 1999 - July 2, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 4, 1996 - December 31, 1996

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

March 25, 1994 - January 17, 1995

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

March 22, 1993 - October 29, 1993

F.N. WOLF & CO., INC.

BD
CRD#: 13051

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: 1/11/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 1/4/1999
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MR
MLP REAL ESTATE SECURITIES, INC.
CESIUM CAPITAL | MLP REAL ESTATE SECURITIES, INC. | LCP REAL ESTATE SECURITIES, INC.

CRD#: 140383 / SEC#: , 8-67312

BD
Terminated by SEC on 05/09/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 02/23/2006
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PANATTONI, LEONARD CARLOWNER
PANATTONI, MARK LEONARDPRESIDENT/SECRETARY/TREASURER/CCO/FINOP4927751

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


MLP REAL ESTATE SECURITIES, INC.

CRD#: 140383

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