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AM

Abraham Mirman

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CRD#: 2442642
AM

Professional summary


Abraham Mirman was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Abraham is a previously registered financial advisor and started their career in finance in 1994. Prior to being barred, Abraham had worked at 11 firms, which includes T.R. WINSTON & COMPANY LLC, CORINTHIAN PARTNERS L.L.C., JOHN THOMAS FINANCIAL, BMA SECURITIES LLC, CRESTA CAPITAL STRATEGIES LLC, GUNNALLEN FINANCIAL INC, TRAUTMAN WASSERMAN & COMPANY INC., DUKE & CO. INC., BISHOP ALLEN INC., HOBBS MELVILLE SECURITIES CORP., KENSINGTON WELLS INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Avi Mirman

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

April 10, 2013 - September 17, 2014

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
NEW YORK, NY
Past

February 8, 2013 - March 15, 2013

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
NEW YORK, NY
Past

January 18, 2012 - February 8, 2013

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

September 19, 2011 - January 17, 2012

BMA SECURITIES, LLC

BD
CRD#: 108219
MELVILLE, NY
Past

November 2, 2006 - September 16, 2011

CRESTA CAPITAL STRATEGIES, LLC

BD
CRD#: 134488
MELVILLE, NY
Past

November 3, 2005 - October 31, 2006

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
MELVILLE, NY
Past

November 2, 2005 - October 31, 2006

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
MELVILLE, NY
Past

May 27, 1998 - May 20, 1999

TRAUTMAN WASSERMAN & COMPANY, INC.

BD
CRD#: 33007
NEW YORK, NY
Past

April 25, 1997 - April 29, 1998

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

March 5, 1997 - April 30, 1997

BISHOP, ALLEN, INC.

BD
CRD#: 2060
NEW YORK, NY
Past

October 1, 1996 - February 7, 1997

HOBBS MELVILLE SECURITIES CORP.

BD
CRD#: 40133
NEW YORK, NY
Past

February 1, 1994 - August 23, 1996

KENSINGTON WELLS INCORPORATED

BD
CRD#: 30570

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
IAR
Series 66
Date: 10/25/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TW
T.R. WINSTON & COMPANY, LLC
T.R. WINSTON & COMPANY, INC. | T.R. WINSTON & COMPANY, LLC

CRD#: 10571 / SEC#: , 8-27519

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


Main Address
376 Main Street, Bedminster, NJ 07921-2613
Mailing Address
P.o. Box 74 376 Main Street, Bedminster, NJ 07921
Phone number
(908) 234-0300
Established
Delaware since 08/18/2003
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#
RUNNELS, G TYLERDIRECTOR, CHAIRMAN AND CEO1415264
KANG, KARENEXECUTIVE VICE PRESIDENT AND ROSFP4367718
CRISWELL, JEFFREY LENOX SRVICE PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2121440
HEMEDES, STEPHEN NATHANIELMUNICIPAL PRINCIPAL AND HEAD TRADER6870830
SANCIO, GALE ANNASSISTANT SECRETARY, ROSFP1121258

Disclosures


Regulatory Event5
Arbitration5

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


T.R. WINSTON & COMPANY, LLC

CRD#: 10571

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