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MK

Marie Katz

GLOBAL OAK CAPITAL MARKETS
Charleston, SC
Some features on this profile are disabled
CRD#: 2457660
MK

Professional summary

Marie Katz, who also goes by Marie Ogurick, is a registered financial professional currently at GLOBAL OAK CAPITAL MARKETS LLC located in Charleston, South Carolina and NUORION CAPITAL located in Miami, Florida.

Marie is registered as a RR (Registered Representative) and started their career in finance in 2000. Marie has worked at 22 firms and has passed the Series 63, Series 79TO, Series 99TO, Series 52TO, SIE, Series 27, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marie Ogurick

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 Marie Katz'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

June 30, 2017 - Present

GLOBAL OAK CAPITAL MARKETS LLC

BD
CRD#: 125860
Charleston, SC
Current

July 13, 2022 - Present

NUORION CAPITAL

Office #1: 495 Brickell Ave Suite 2101, Miami, FL 33131
BD
CRD#: 315811
Miami, FL
Current

November 20, 2025 - Present

CASTLE HILL CAPITAL PARTNERS, INC.

Office #1: 216 East 45th Street, Suite 1301, New York, NY 10017
BD
CRD#: 44131
New York, NY
Past

October 23, 2025 - November 10, 2025

ALPHA TRADING L.P.

BD
CRD#: 289434
RAMAT HASHARON,
Past

September 9, 2024 - December 2, 2025

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

August 20, 2024 - May 30, 2025

ORTEX SECURITIES LLC

BD
CRD#: 322213
NEW YORK, NY
Past

June 10, 2024 - September 9, 2024

UPSIDE MARKETPLACE, LLC

BD
CRD#: 319501
BROOKLYN, NY
Past

May 31, 2024 - November 10, 2025

AXOM PARTNERS LLC

BD
CRD#: 328894
LEHI, UT
Past

December 7, 2023 - December 10, 2025

DCMB SECURITIES LLC

BD
CRD#: 146578
HOUSTON, TX
Past

November 22, 2023 - June 25, 2024

SWARTWOOD, HESSE INC.

BD
CRD#: 8603
NEW YORK, NY
Past

November 22, 2023 - June 28, 2024

HCFP/CAPITAL MARKETS LLC

BD
CRD#: 149111
NEW YORK, NY
Past

November 1, 2023 - November 13, 2025

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
COLUMBUS, GA
Past

August 15, 2023 - November 7, 2025

CRAFT CAPITAL MANAGEMENT LLC

BD
CRD#: 171350
GARDEN CITY, NY
Past

August 14, 2023 - November 5, 2025

ARLINGTON CAPITAL SERVICES, LLC

BD
CRD#: 304588
BIRMINGHAM, AL
Past

August 11, 2023 - December 1, 2025

AREAM ADVISORS LLC

BD
CRD#: 318177
San Francisco, CA
Past

August 10, 2023 - May 3, 2024

ENTRUSTODY FINANCIAL, LLC

BD
CRD#: 313565
BOSTON, MA
Past

October 5, 2012 - December 20, 2013

AIG FINANCIAL SECURITIES CORP.

BD
CRD#: 21774
WILTON, CT
Past

October 5, 2012 - July 15, 2016

AIG GLOBAL CAPITAL MARKETS SECURITIES, LLC

BD
CRD#: 157767
WILTON, CT
Past

March 9, 2011 - October 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 6, 2005 - October 7, 2010

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

May 11, 2004 - September 12, 2005

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT
Past

September 29, 2000 - June 4, 2002

SIDOTI & COMPANY, LLC

BD
CRD#: 102860
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
Florida
(9/1/2022)
RR
South Carolina
(7/9/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 10/23/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/25/2017
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/21/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/26/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CH
CASTLE HILL CAPITAL PARTNERS, INC.
BOUCHEY & ASSOCIATES, INC. | CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131 / SEC#: , 8-50550

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

Main Address
216 East 45th Street, Suite 1301, New York, NY 10017
Mailing Address
216 East 45th Street, Suite 1301, New York, NY 10017
Phone number
(212) 784-6104
Established
New York since 09/05/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 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#
SAUNDERS, ANDREW O'BRIENPRESIDENT5690785
WEBSTER, GEOFFREY LEHMANPRINCIPAL OPERATING OFFICER, PRINCIPAL FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2561071

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

CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131Charleston, SC

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