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MO

Marc E. Orenstein

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CRD#: 2470204
MO

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.

Marc Edward Orenstein, who also goes by Marc Edward Ornstein, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1994. Marc had worked at 3 firms and has passed the Series 63, Series 7, Series 55 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Edward Ornstein

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

May 8, 2012 - June 29, 2012

DAVIS SECURITIES LLC

BD
CRD#: 138829
NEW YORK, NY
Past

June 5, 2006 - July 10, 2007

DAVIS SECURITIES LLC

BD
CRD#: 138829
NEW YORK, NY
Past

September 26, 1995 - January 4, 2002

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

September 26, 1994 - September 21, 1995

JPMSI

BD
CRD#: 15733
NEW YORK, NY

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: 5/17/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/22/2006
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam

Current Firm


DS
DAVIS SECURITIES LLC
DAVIS SECURITIES LLC

CRD#: 138829 / SEC#: , 8-67174

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


Main Address
31 West 34th Street 8th Floor, Suite 8067, New York, NY 10001
Mailing Address
31 West 34th Street 8th Floor, Suite 8067, New York, NY 10001
Phone number
(212) 796-8440
Established
Delaware since 04/08/2005
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#
DAVIS, ERIC MITCHELLCEO / MANAGING MEMBER /GSP/CCO1812949
TINGOLI, MARIAFINOP1598620

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


DAVIS SECURITIES LLC

CRD#: 138829

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