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MS

Michael C. Smith

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CRD#: 2414807
MS

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.

Michael Christopher Smith was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 8 firms and has passed the Series 63 and Series 7 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

September 11, 2003 - May 5, 2004

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

June 9, 2003 - August 15, 2003

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

July 1, 2002 - June 16, 2003

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

September 28, 2001 - July 23, 2002

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

March 15, 2001 - September 28, 2001

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

September 8, 2000 - March 29, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

May 22, 2000 - September 11, 2000

THE AGEAN GROUP, INC

BD
CRD#: 30835
BOCA RATON, FL
Past

July 1, 1999 - May 22, 2000

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

March 10, 1999 - July 6, 1999

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL

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: 4/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LS
LLOYD, SCOTT & VALENTI, LTD.
ESTOX.US | THE LAUREN GROUP, INCORPORATED | THE LAUREN FINANCIAL GROUP, INCORPORATED | LLOYD, SCOTT & VALENTI, LTD. | LLOYD, SCOTT & VALENTI, INC. | LAUREN, WATSON & COMPANY, INCORPORATED | LAUREN CAPITAL CORPORATION

CRD#: 23640 / SEC#: , 8-40615

BD
Terminated by SEC on 07/28/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 02/01/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INFLOT HOLDINGS CORPORATIONSHAREHOLDER
LANEY, LUANNFINOP/SROP/CROP/MP1261793
MAYHEW, WILLIAM EVERETTPRESIDENT, CCO2997942

Disclosures


Regulatory Event4

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


LLOYD, SCOTT & VALENTI, LTD.

CRD#: 23640

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