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AM

Adam Mosslih

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CRD#: 2601978
AM

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.

Adam Mosslih was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 1995. Adam had worked at 10 firms and has passed the Series 63 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

August 30, 2005 - August 21, 2006

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
NEW YORK, NY
Past

November 11, 2003 - July 28, 2004

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

December 19, 2002 - September 12, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

October 23, 2002 - January 8, 2003

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

September 6, 2000 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

June 2, 2000 - November 21, 2000

JOSEPH DILLON & COMPANY INC.

BD
CRD#: 35220
GREAT NECK, NY
Past

March 23, 1998 - June 27, 2000

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

July 8, 1996 - June 19, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

January 19, 1996 - March 29, 1996

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

October 19, 1995 - January 17, 1996

WINDSOR BENNETT CAPITAL GROUP CORP.

BD
CRD#: 56
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: 10/23/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


EF
EKN FINANCIAL SERVICES INC.
EHRENKRANTZ KING NUSSBAUM, INC. | EKN FINANCIAL SERVICES INC.

CRD#: 113525 / SEC#: , 8-53346

BD
Cancelled by SEC on 11/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/16/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARGATE CAPITAL, INCPARENT COMPANY
BORGNER, RICHARD REISSCHIEF COMPLIANCE OFFICER1104666
GIUGLIANO, THOMAS MICHAELDIRECTOR2804591
OTTIMO, ANTHONY SRCHAIRMAN & DIRECTOR2974369

Disclosures


Regulatory Event18
Arbitration10
Judgment/Lien1

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


EKN FINANCIAL SERVICES INC.

CRD#: 113525

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