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PW

Pamela J. Watson

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CRD#: 2564289
PW

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.

Pamela Joyce Watson, who also goes by Pamela Watson, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1996. Pamela had worked at 7 firms and has passed the Series 63, Series 7, Series 2, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pamela Watson

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 20, 2011 - July 9, 2012

XTON FINANCIAL LLC

BD
CRD#: 132847
NEW YORK, NY
Past

December 10, 2008 - February 1, 2010

MAM SECURITIES, LLC

RIA
CRD#: 124620
ENCINO, CA
Past

August 27, 2008 - February 1, 2010

MAM SECURITIES, LLC

BD
CRD#: 124620
ENCINO, CA
Past

November 14, 2006 - May 7, 2007

BMA SECURITIES, LLC

BD
CRD#: 108219
ROLLING HILLS ESTATES, CA
Past

June 3, 2004 - December 19, 2005

STROME SECURITIES, L.P.

BD
CRD#: 29682
SANTA MONICA, CA
Past

December 12, 1996 - July 2, 2002

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

July 24, 1996 - September 23, 1996

AMERICAN EASTERN SECURITIES, INC.

BD
CRD#: 25621
LOS ANGELES, CA
Past

February 21, 1996 - June 11, 1996

COAST ASSET SECURITIES LLC

BD
CRD#: 29319
SANTA MONICA, CA

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: 3/4/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 11/3/1994
Non-Member General Securities Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


XF
XTON FINANCIAL LLC
E&E FINANCIAL SERVICES | ZETEO CAPITAL SERVICES, LLC | XTON FINANCIAL LLC | XTON FINANCIAL | TESSERA CAPITAL SERVICES LLC | TESSERA CAPITAL PARTNERS, LLC | IMMS | HUSTON ASSOCIATES | GOAL CONSULTING, LLC

CRD#: 132847 / SEC#: , 8-66643

BD
Terminated by SEC on 04/14/2024
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Contact information


Main Address
80 Broad Street 5th Floor, New York, NY, 10004
Mailing Address
Phone number
(917) 719-3807
Established
Delaware since 06/13/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
5

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MTRIA LLCMEMBER
BEAMAN, TERRESAFINOP1004038
MARTIN, DAVID JAINDLCEO/CCO, SOLE MANAGER5202659

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


XTON FINANCIAL LLC

CRD#: 132847

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