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MB

Michael E. Bock

PETRIE PARTNERS SECURITIES
Denver, CO 80202
Some features on this profile are disabled
CRD#: 2454381
MB

Professional summary


Michael Eric Bock, who also goes by Mike Bock, is a registered financial professional currently at PETRIE PARTNERS SECURITIES, LLC located in Denver, Colorado.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 5 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Bock

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 Michael Eric Bock'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

April 19, 2012 - Present

PETRIE PARTNERS SECURITIES, LLC

Office #1: 1144 15th Street, Suite 3900, Denver, CO 80202
BD
CRD#: 131783
Denver, CO
Past

February 21, 2012 - June 12, 2012

STRATA CAPITAL, INC.

BD
CRD#: 134677
DENVER, CO
Past

February 25, 2011 - March 2, 2012

RIVINGTON SECURITIES, LLC

BD
CRD#: 120689
HOUSTON, TX
Past

July 16, 2007 - July 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DENVER, CO
Past

December 16, 2006 - July 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DENVER, CO
Past

June 9, 1994 - May 10, 2007

ML PETRIE PARKMAN CO., INC.

BD
CRD#: 25894
DENVER, CO

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
Colorado
(5/4/2012)
RR
New York
(4/19/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


PP
PETRIE PARTNERS SECURITIES, LLC
FORT DEARBORN CAPITAL ADVISORS, LLC | WESTMOOR CAPITAL ADVISORS, LLC | STRATEGIC ENERGY SECURITIES, LLC | PETRIE PARTNERS SECURITIES, LLC | LUOPAN CAPITAL LLC

CRD#: 131783 / SEC#: , 8-66503

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


Main Address
1144 15th Street, Suite 3900, Denver, CO 80202
Mailing Address
1144 15th Street, Suite 3900, Denver, CO 80202
Phone number
(303) 953-6768
Established
Delaware since 08/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 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#
PETRIE PARTNERS, LLCMANAGING MEMBER, OWNER
BOCK, MICHAEL ERICMANAGING DIRECTOR & CCO2454381
CROSBY-BROWN, LAURA MAYFINOP1545513
HUGHES, JON CUSTERMANAGING DIRECTOR2152626

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


PETRIE PARTNERS SECURITIES, LLC

CRD#: 131783Denver, CO 80202

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