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Gregory M. Digeronimo

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CRD#: 2601678
GD

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.

Gregory Mario Digeronimo was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1995. Gregory had worked at 12 firms and has passed the Series 66, Series 63, Series 99TO, Series 72, SIE, Series 7, Series 6, Series 51 and Series 24 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

January 3, 2022 - December 31, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
SCOTTSDALE, AZ
Past

July 31, 2019 - September 16, 2021

ICAPITAL MARKETS LLC

BD
CRD#: 118219
NEW YORK, NY
Past

February 22, 2018 - September 19, 2019

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
CINCINNATI, OH
Past

January 3, 2018 - February 1, 2018

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
AKRON, OH
Past

August 16, 2017 - February 1, 2018

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
AKRON, OH
Past

December 20, 2013 - February 17, 2017

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
BROOKLYN, OH
Past

December 20, 2013 - February 17, 2017

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
BROOKLYN, OH
Past

November 25, 2013 - December 23, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
AKRON, OH
Past

November 22, 2013 - December 23, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
AKRON, OH
Past

July 1, 2011 - November 25, 2013

FIRSTMERIT ADVISORS, INC.

RIA
CRD#: 125249
AKRON, OH
Past

June 29, 2011 - November 19, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
AKRON, OH
Past

March 23, 2010 - May 26, 2011

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

September 6, 2005 - March 15, 2010

AMFIN INVESTMENT SERVICES, INC.

RIA
CRD#: 13945
CLEVELAND, OH
Past

September 1, 2005 - March 15, 2010

AMFIN INVESTMENT SERVICES, INC.

BD
CRD#: 13945
CLEVELAND, OH
Past

February 15, 2001 - August 17, 2005

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

April 5, 1995 - March 2, 2001

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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
IAR
Series 66
Date: 5/17/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
M. S. HOWELLS & CO.
M. S. HOWELLS & CO.

CRD#: 104100 / SEC#: , 8-52558

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


Main Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Mailing Address
23350 N. Pima Rd., Scottsdale, AZ 85255
Phone number
(480) 563-2000
Established
Delaware since 04/11/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEEOWNER
SANTAMARIA, KATRINA PATRICIACHIEF EXECUTIVE OFFICER3248779
CRITES, MARCY ANNFINANCIAL AND OPERATIONS PRINCIPAL (FINOP)6346298
HOWELLS, MARK STEPHENTRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997726921
HOWELLS, MARK STEPHENEXECUTIVE CHAIRMAN/DIRECTOR726921
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
KREIZENBECK, TARA LYNNCHIEF OPERATING OFFICER7141895

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


M. S. HOWELLS & CO.

CRD#: 104100

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