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TH

Tina M. Hohman

MARSHBERRY CAPITAL.
Woodmere, OH 44122
Some features on this profile are disabled
CRD#: 2602526
TH

Professional summary

Tina Marie Hohman, who also goes by Tina Hohman Specht, Tina Marie Hohman Specht, is a registered financial professional currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio.

Tina is registered as a RR (Registered Representative) and started their career in finance in 1995. Tina has worked at 9 firms and has passed the Series 66, Series 63, Series 65, Series 79TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tina Hohman Specht | Tina Marie Hohman Specht

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.
1) Alera Investment Advisors;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;RIA;VP Operations;11/2017;160 hrs/month;6.5 hrs during trading;handle day to day wealth management operations at firm 2)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;EVP,Practice Leader;8/15/2020;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Tina Marie Hohman's CRS (Customer Relationship Summary).

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

Current

October 15, 2024 - Present

MARSHBERRY CAPITAL, LLC.

Office #1: 28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
BD
CRD#: 157384
Woodmere, OH
Past

November 4, 2017 - July 8, 2024

ALERA INVESTMENT ADVISORS, LLC

RIA
CRD#: 287906
DEERFIELD, IL
Past

November 3, 2017 - July 10, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Deerfield, IL
Past

January 4, 2017 - November 2, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Deerfield, IL
Past

October 7, 2016 - November 2, 2017

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Deerfield, IL
Past

December 17, 2007 - June 2, 2016

CLEARY GULL INC.

BD
CRD#: 45309
MILWAUKEE, WI
Past

September 24, 2004 - June 9, 2006

OSAIC FS, INC.

BD
CRD#: 3870
COLUMBIA, MD
Past

June 28, 2002 - December 17, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 24, 1995 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 24, 1995 - October 26, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(10/15/2024)
RR
Maryland
(3/18/2025)
RR
Ohio
(6/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/19/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/7/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/4/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/21/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/23/1996
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MARSHBERRY CAPITAL, LLC.
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: , 8-68848

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

Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Phone number
(440) 354-3230
Established
Ohio since 11/24/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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

MARSHBERRY CAPITAL, LLC.

CRD#: 157384Woodmere, OH 44122

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