AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MF

Michael Gregory Furlong

DISTRIBUTION SERVICES
El Segundo, CA
·CRD# 2638742·31 years registered

Professional Summary

Michael Gregory Furlong, who also goes by Mike Furlong, is a registered financial advisor currently at DISTRIBUTION SERVICES, LLC located in El Segundo, California. Michael is registered as a RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Furlong

Blog Corner

More Resources

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
View profile
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Years of Experience

31 years registered in the securities industry

Current & Past Employments

Current

DISTRIBUTION SERVICES, LLCCurrent·CRD# 25938
BD
2101 East El Segundo Blvd Suite 301, El Segundo, CA 90245
August 30, 2022 - Present

Past

NORTHERN LIGHTS DISTRIBUTORS, LLCPast·CRD# 126159
BD
Elkhorn, NE
April 15, 2016 - August 31, 2022
FEF DISTRIBUTORS, LLCPast·CRD# 46585
BD
New York, NY
December 9, 2002 - January 11, 2016
NATIXIS SECURITIES AMERICAS LLCPast·CRD# 1101
BD
New York, NY
March 5, 2002 - December 9, 2002
SECURITY DISTRIBUTORSPast·CRD# 3336
BD
Topeka, KS
January 23, 2001 - September 26, 2001
BISYS SHELF B/D (1), INC.Past·CRD# 26501
BD
Boston, MA
April 12, 2000 - January 25, 2001
TRANSAMERICA CAPITAL, LLCPast·CRD# 8217
BD
Denver, CO
February 5, 1998 - November 17, 1999
TRANSAMERICA CAPITAL, LLCPast·CRD# 8217
BD
Denver, CO
August 1, 1995 - February 25, 1997

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Current Firm

DS
DISTRIBUTION SERVICES, LLC

DISTRIBUTION SERVICES, LLC | UMB DISTRIBUTION SERVICES, LLC | SUNSTONE FINANCIAL GROUP, INC. | SUNSTONE DISTRIBUTION SERVICES, LLC

CRD#: 25938 / SEC#: 8-42106
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone Number

(866) 251-6920

Established

Wisconsin since 09/27/1996

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER—
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
TAYLOR, GORDON BURDETTEVP, CHIEF COMPLIANCE OFFICER2990648

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/30/2022)
RR
Alaska
(8/30/2022)
RR
Arizona
(8/30/2022)
RR
Arkansas
(8/30/2022)
RR
California
(8/30/2022)
RR
Colorado
(8/30/2022)
RR
Connecticut
(8/30/2022)
RR
Delaware
(8/30/2022)
RR
District of Columbia
(8/30/2022)
RR
Florida
(8/30/2022)
RR
Georgia
(8/30/2022)
RR
Hawaii
(8/30/2022)
RR
Idaho
(8/30/2022)
RR
Illinois
(8/30/2022)
RR
Indiana
(8/30/2022)
RR
Iowa
(8/30/2022)
RR
Kansas
(8/30/2022)
RR
Kentucky
(8/30/2022)
RR
Louisiana
(8/30/2022)
RR
Maine
(8/30/2022)
RR
Maryland
(8/30/2022)
RR
Massachusetts
(8/30/2022)
RR
Michigan
(8/30/2022)
RR
Minnesota
(8/30/2022)
RR
Mississippi
(8/30/2022)
RR
Missouri
(8/30/2022)
RR
Montana
(8/30/2022)
RR
Nebraska
(8/30/2022)
RR
Nevada
(8/30/2022)
RR
New Hampshire
(8/30/2022)
RR
New Jersey
(8/30/2022)
RR
New Mexico
(8/30/2022)
RR
New York
(8/30/2022)
RR
North Carolina
(8/30/2022)
RR
North Dakota
(8/30/2022)
RR
Ohio
(8/31/2022)
RR
Oklahoma
(8/30/2022)
RR
Oregon
(8/30/2022)
RR
Pennsylvania
(8/30/2022)
RR
Puerto Rico
(8/30/2022)
RR
Rhode Island
(8/30/2022)
RR
South Carolina
(8/30/2022)
RR
South Dakota
(8/30/2022)
RR
Tennessee
(8/30/2022)
RR
Texas
(8/30/2022)
RR
Utah
(8/30/2022)
RR
Vermont
(8/30/2022)
RR
Virgin Islands
(8/30/2022)
RR
Virginia
(8/30/2022)
RR
Washington
(8/30/2022)
RR
West Virginia
(8/30/2022)
RR
Wisconsin
(8/30/2022)
RR
Wyoming
(8/30/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1995About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1995About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Michael Gregory Furlong's CRS (Customer Relationship Summary).

Similar Advisors

Tara Tussing Unverzagt
AdvisorCheck Check Mark
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
AdvisorCheck Check Mark
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
John Christian Bullitt
AdvisorCheck Check Mark
John Christian Bullitt

VALIDUS CAPITAL LLC

EL SEGUNDO, CA · CRD#