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MM

Michael J. Mora

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CRD#: 2648236
MM

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.

Michael John Mora, who also goes by Mike Mora, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1996. Michael had worked at 14 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Mora

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 6, 2023 - March 4, 2025

FUTU CLEARING INC

BD
CRD#: 298769
DALLAS, TX
Past

November 15, 2021 - December 5, 2023

FUTU CLEARING INC

BD
CRD#: 298769
DALLAS, TX
Past

March 4, 2021 - January 12, 2022

FTX CAPITAL MARKETS LLC

BD
CRD#: 158816
NEW YORK, NY
Past

May 30, 2018 - February 4, 2021

VELOX CLEARING LLC

BD
CRD#: 290215
Anaheim, CA
Past

June 23, 2017 - July 31, 2017

VELOX SECURITIES, INC.

BD
CRD#: 285402
ANAHEIM, CA
Past

March 3, 2015 - March 14, 2017

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
NEW YORK, NY
Past

August 10, 2011 - February 23, 2015

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
EL SEGUNDO, CA
Past

March 17, 2011 - July 25, 2011

ASCENDIANT CAPITAL MARKETS, LLC

BD
CRD#: 152912
IRVINE, CA
Past

March 8, 2010 - February 28, 2011

BMA SECURITIES, LLC

BD
CRD#: 108219
IRVINE, CA
Past

November 10, 2008 - March 2, 2010

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
PASADENA, CA
Past

July 17, 2008 - November 18, 2008

BMA SECURITIES, LLC

BD
CRD#: 108219
ROLLING HILLS ESTATES, CA
Past

May 19, 2005 - June 13, 2008

CAPSTONE INVESTMENTS

BD
CRD#: 41400
SAN DIEGO, CA
Past

June 7, 2004 - October 5, 2004

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

January 8, 2004 - May 11, 2004

DELAFIELD HAMBRECHT, INC.

BD
CRD#: 119001
SEATTLE, WA
Past

June 13, 2001 - November 18, 2002

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

November 12, 1998 - April 30, 2001

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

March 5, 1996 - July 30, 1998

DEUTSCHE IXE, LLC

BD
CRD#: 7172
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: 7/1/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/29/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FC
FUTU CLEARING INC
FUTU CLEARING INC

CRD#: 298769 / SEC#: , 8-70215

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


Main Address
12750 Merit Drive Suite 475, Dallas, TX 75251
Mailing Address
12750 Merit Drive Suite 475, Dallas, TX 75251
Phone number
(972) 665-6903
Established
Delaware since 08/13/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FUTU US INCOWNER
DU, SHUANGHEAD OF US OPERATIONS5005050
KELLY, PATRICK JAMESCHIEF EXECUTIVE OFFICER3126322
SHARMA, VICKRAMJITCHIEF LEGAL OFFICER7186502
SHEN, QIUFANGHEAD OF FINANCE3158926
STIFELMAN, GLEN ROBERTCHIEF COMPLIANCE OFFICER1699013

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


FUTU CLEARING INC

CRD#: 298769

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