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CM

Coleen A. Mcglynn

EARLYBIRDCAPITAL
Melville, NY 11747
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CRD#: 2428463
CM

Professional summary


Coleen Ann Mcglynn is a registered financial professional currently at EARLYBIRDCAPITAL, INC. located in Melville, New York.

Coleen is registered as a RR (Registered Representative) and started their career in finance in 1993. Coleen has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55 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) - BD


Click below to view Coleen Ann Mcglynn'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

January 14, 2005 - Present

EARLYBIRDCAPITAL, INC.

Office #1: One Huntington Quadrangle Suite 1c15, Melville, NY 11747Office #2: One Huntington Quadrangle, Suite 1c15, Melville, NY 11747
BD
CRD#: 28629
Melville, NY
Past

December 6, 2000 - January 18, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

October 20, 1995 - December 5, 2000

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

December 13, 1993 - March 6, 1995

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
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
Arizona
(8/8/2014)
RR
California
(7/28/2005)
RR
Connecticut
(8/12/2005)
RR
Delaware
(8/8/2014)
RR
District of Columbia
(6/26/2013)
RR
Florida
(9/19/2007)
RR
Georgia
(12/14/2006)
RR
Hawaii
(8/31/2005)
RR
Illinois
(9/19/2007)
RR
Kansas
(12/14/2006)
RR
Kentucky
(2/15/2006)
RR
Louisiana
(8/23/2012)
RR
Maryland
(8/4/2005)
RR
Massachusetts
(8/16/2005)
RR
Michigan
(8/8/2014)
RR
Minnesota
(8/23/2012)
RR
New Jersey
(6/10/2005)
RR
New York
(1/14/2005)
RR
North Carolina
(8/23/2012)
RR
Ohio
(10/17/2008)
RR
Pennsylvania
(3/15/2007)
RR
South Carolina
(8/23/2012)
RR
Texas
(8/10/2010)
RR
Virginia
(8/8/2014)
RR
Washington
(9/19/2007)
RR
Wisconsin
(10/24/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 2/23/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/21/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


EI
EARLYBIRDCAPITAL, INC.
CORNELL SECURITIES CONSULTANTS, INC. | SOUTHEAST RESEARCH PARTNERS, INC. | EARLYBIRDCAPITAL.COM INC. | EARLYBIRDCAPITAL, INC.

CRD#: 28629 / SEC#: , 8-43828

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


Main Address
One Huntington Quadrangle, Suite 1c15, Melville, NY 11747
Mailing Address
1 Huntington Quadrangle 1c15, Melville, NY 11747
Phone number
+1 (631) 770-0600
Established
Delaware since 05/09/1991
Firm type
Corporation
Fiscal year end
January
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#
EBC HOLDINGS INC.HOLDING COMPANY
KAUFMANN, AMY ELIZABETHEXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER2776989
LEVINE, STEVEN ARTHURPRESIDENT/DIRECTOR2714473
NUSSBAUM, DAVID MARTINCHAIRMAN/DIRECTOR1631483
PENDERGAST, MICHELLE MARIEFINOP/CFO5441721

Disclosures


Regulatory Event3
Arbitration1

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


EARLYBIRDCAPITAL, INC.

CRD#: 28629Melville, NY 11747

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