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KB

Karen E. Blando

FOUR POINTS CAPITAL PARTNERS LLC
IRVING, TX
Some features on this profile are disabled
CRD#: 2335753
KB

Professional summary

Karen Elaine Blando, who also goes by Karen E Blando, Karen Blando, Karen Elaine Myers, Karen Elaine Reeder, is a registered financial professional currently at FOUR POINTS CAPITAL PARTNERS LLC located in Irving, Texas.

Karen is registered as a RR (Registered Representative) and started their career in finance in 1993. Karen has worked at 10 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Karen E Blando | Karen Blando | Karen Elaine Myers | Karen Elaine Reeder

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 Karen Elaine Blando'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

May 17, 2021 - Present

FOUR POINTS CAPITAL PARTNERS LLC

Office #2: 99 Park Avenue Suite 810, New York, NY 10016
BD
CRD#: 43149
IRVING, TX
Past

January 26, 2019 - May 10, 2021

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
New York, NY
Past

June 25, 2012 - September 25, 2018

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

September 3, 2008 - June 19, 2012

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

September 22, 2000 - August 27, 2008

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

March 30, 2000 - September 21, 2000

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

April 3, 1998 - June 25, 1998

VECTOR SECURITIES INTERNATIONAL, INC.

BD
CRD#: 22010
NEW YORK, NY
Past

August 10, 1997 - March 16, 1998

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

January 4, 1995 - August 21, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

April 23, 1993 - February 1, 1995

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.

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
Maryland
(5/17/2021)
RR
New York
(5/17/2021)
RR
Texas
(5/17/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 5/3/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 4/18/2014
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 4/22/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/4/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FP
FOUR POINTS CAPITAL PARTNERS LLC
AURORA FINANCIAL SERVICES, L.L.C. | HAYDEN & ASSOCIATES | FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149 / SEC#: , 8-50162

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

Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Phone number
(212) 257-5240
Established
Texas since 07/23/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
5M HOLDINGS LLCMANAGING MEMBER
GRAY, JOHN CLARKECHIEF FINANCIAL OPERATIONS OFFICER / CFO1367440
MARTINO, MICHAEL CHRISTOPHERCHIEF EXECUTIVE OFFICER2579146
MURPHY, GENE RYANCHIEF OPERATIONS OFFICER4739772
TOOKE, JEFFREY ACHIEF COMPLIANCE OFFICER, AMLCO5621579

Disclosures

Regulatory Event1

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

FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149Irving, TX

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