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MA

Marc D. Alexander

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CRD#: 2372362
MA

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.

Marc Dion Alexander, who also goes by Marc D Alexander, Marc D Johnson, Marc Dion Johnson, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1999. Marc had worked at 2 firms and has passed the Series 63, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc D Alexander | Marc D Johnson | Marc Dion Johnson

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

October 12, 2012 - June 25, 2013

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

March 8, 2007 - August 8, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SEATTLE, WA
Past

September 13, 2004 - March 14, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

August 16, 2004 - March 14, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
CINCINNATI, OH
Past

February 2, 1999 - August 23, 2002

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ

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: 10/29/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2012
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


ES
E*TRADE SECURITIES LLC
E*TRADE FROM MORGAN STANLEY | GATEWAY SECURITIES | E*TRADE SECURITIES, INCORPORATED | E*TRADE SECURITIES, INC. | E*TRADE SECURITIES LLC | E*TRADE SECURITIES

CRD#: 29106 / SEC#: , 8-44112

BD
Terminated by SEC on 02/13/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/02/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ETCM HOLDINGS, LLCOWNER
ADRIEN, JACQUES CCHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS OFFICER/PRINCIPAL FINANCIAL OFFICER2996942
FINN, JEDMANAGER5658048
GREANEY, BRIAN JOSEPHCHIEF OPERATING OFFICER / PRINCIPAL OPERATIONS OFFICER3274607
GREGO, JENNIFER ACHIEF COMPLIANCE OFFICER4928947
HENNESSY, MICHAEL SMANAGER1988660
JANOVER, JAMES TMANAGER2818307
TURNER, CHAD EDWARDPRESIDENT AND CHIEF EXECUTIVE OFFICER,MANAGER6009808

Disclosures


Regulatory Event93
Arbitration139

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


E*TRADE SECURITIES LLC

CRD#: 29106

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