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GS

Gregory D. Shinnick

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CRD#: 2421941
GS

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.

Gregory Daniel Shinnick, who also goes by Gregory Shinnick, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1993. Gregory had worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 55, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory Shinnick

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

March 10, 2023 - April 28, 2023

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

October 13, 2020 - June 9, 2022

BLUE OCEAN ATS

BD
CRD#: 306512
Sea Girt, NJ
Past

May 8, 2018 - December 5, 2019

KELSON CAPITAL LLC

BD
CRD#: 149477
STAMFORD, CT
Past

September 3, 2009 - April 12, 2013

KELSON CAPITAL LLC

BD
CRD#: 149477
LITTLE SILVER, NJ
Past

May 17, 2005 - February 12, 2007

ICE BONDS SECURITIES CORPORATION

BD
CRD#: 123635
HOBOKEN, NJ
Past

November 16, 2001 - April 8, 2005

CREDITEX GROUP, INC.

BD
CRD#: 47847
NEW YORK, NY
Past

March 16, 2000 - December 31, 2000

INTER-DEALER BROKERS LLC

BD
CRD#: 45502
NEW YORK, NY
Past

September 9, 1997 - March 9, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

July 7, 1994 - September 19, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 12, 1993 - February 3, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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: 8/7/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/10/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 2/13/2009
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


SS
SHARENETT SECURITIES LLC
MORNINGSIDE SECURITIES, LLC | SHARENETT SECURITIES LLC

CRD#: 151011 / SEC#: , 8-68326

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


Main Address
575 Fifth Avenue, Suite 17-119, New York, NY 10017
Mailing Address
575 Fifth Avenue 14th Floor, New York, NY, 10017
Phone number
(917) 302-6984
Established
New York since 02/25/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
SHARENETT HOLDINGS LLCOWNER
DOLEZAL, PETER MARTINCEO/PRESIDENT/CCO4119021
FIALA, ANGELA MARIAPOO5163386
MASTERS, KEVIN CRAWFORDFINOP/PFO2730013

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


SHARENETT SECURITIES LLC

CRD#: 151011

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