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Michael S. Cole

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CRD#: 2424437
MC

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 Scott Cole was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1993. Michael had worked at 4 firms and has passed the Series 63, Series 62, Series 79 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

January 30, 2012 - October 8, 2012

ASCENDIANT SECURITIES, LLC

BD
CRD#: 129236
JUPITER, FL
Past

August 6, 2007 - December 31, 2010

ARMA ASSET MANAGEMENT, LLC

RIA
CRD#: 143531
ALISO VIEJO, CA
Past

February 23, 2007 - August 7, 2009

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
ALISO VIEJO, CA
Past

February 19, 2004 - January 17, 2006

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
LAGUNA BEACH, CA
Past

November 6, 2001 - December 19, 2002

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ
Past

December 13, 1993 - March 30, 2000

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ

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: 7/16/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 3/26/2012
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
ASCENDIANT SECURITIES, LLC
ASCENDIANT SECURITIES, LLC

CRD#: 129236 / SEC#: , 8-66203

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


Main Address
110 Front Street, Suite 300, Jupiter, FL 33477
Mailing Address
4 Park Plaza, Suite 1950, Irvine, CA 92614
Phone number
(561) 427-7788
Established
Nevada since 08/19/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 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#
ASCENDIANT CAPITAL GROUP, LLCSOLE MEMBER / PARENT / 100% OWNER
BERGENDAHL, MARK ALLANPRESIDENT / COO
BROWN, MICHAEL OWENFINOP / CFO1658070
MEGENITY, BRIAN MCDONALDCCO2889637
WILHITE, BRADLEYMANAGING MEMBER

Disclosures


Financial2

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


ASCENDIANT SECURITIES, LLC

CRD#: 129236

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