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MM

Michael A. Mitgang

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CRD#: 2513794
MM

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.

Michael Alan Mitgang was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1994. Michael had worked at 7 firms and has passed the Series 63, SIE 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)


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

December 14, 2022 - December 31, 2023

LIGHTPATH CAPITAL, INC

BD
CRD#: 34617
SOUTHLAKE, TX
Past

January 27, 2015 - December 31, 2020

LIGHTPATH CAPITAL, INC

BD
CRD#: 34617
Palo Alto, CA
Past

February 28, 2013 - February 7, 2014

THE SPARTAN GROUP

BD
CRD#: 124430
PASADENA, CA
Past

October 30, 2008 - April 24, 2009

PAGEMILL PARTNERS, LLC

BD
CRD#: 132184
PALO ALTO, CA
Past

October 21, 2003 - May 11, 2007

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
SANTA MONICA, CA
Past

December 10, 1999 - March 13, 2002

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

November 29, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

August 23, 1994 - February 12, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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: 4/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LC
LIGHTPATH CAPITAL, INC
LIGHTPATH CAPITAL, INC | STREAMLINE CAPITAL CORPORATION | PROTECTIVE BROKERAGE CORPORATION

CRD#: 34617 / SEC#: , 8-46299

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


Main Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Mailing Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Phone number
(214) 734-2957
Established
California since 06/02/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
DHILLON, HARINDER SINGHCHAIRMAN OF THE BOARD
RICHARDSON, MARK JAYOWNER6259211
UCCIFERRI, CHARLES SANTINOPRINCIPAL7158252
UCCIFERRI, LOUIE NMNPRESIDENT1156956
UCCIFERRI, LOUIE NMNCCO, FINOP, AML-CO1156956

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


LIGHTPATH CAPITAL, INC

CRD#: 34617

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