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Elizabeth Magdalena Willmore

MICROVENTURE MARKETPLACE
AUSTIN, TX
·CRD# 2697868·28 years experience

Professional Summary

Elizabeth Magdalena Willmore, who also goes by Elizabeth Magdalena Van Staveren, Elizabeth Van Staveren, is a registered financial advisor currently at MICROVENTURE MARKETPLACE INC. located in Austin, Texas. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 1998. Elizabeth has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53, Series 4, Series 51, Series 27 and Series 24 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

Elizabeth Magdalena Van Staveren, Elizabeth Van Staveren

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

MICROVENTURE MARKETPLACE INC.·CRD# 152513
BD
1. 2903 E 2nd St, Austin, TX 787022. 2903 E 2nd St, Austin, TX 78702
June 1, 2018 - Present
MICROVENTURES INVESTMENT MANAGEMENT LLC·CRD# 298136
RIA
Austin, TX
September 13, 2018 - December 26, 2018
AFAM CAPITAL, INC.·CRD# 108517
RIA
Austin, TX
March 1, 2013 - April 20, 2018
NORTHERN LIGHTS DISTRIBUTORS, LLC·CRD# 126159
BD
Elkhorn, NE
January 9, 2013 - April 20, 2018
QUASAR DISTRIBUTORS, LLC·CRD# 103848
BD
Portland, ME
May 29, 2012 - December 31, 2012
PRESIDIO FINANCIAL SERVICES, INC.·CRD# 10010
BD
San Antonio, TX
November 16, 2004 - May 10, 2012
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Austin, TX
April 1, 2003 - November 9, 2004
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Austin, TX
June 11, 2001 - November 9, 2004
TOUCHTRADE.COM, INC.·CRD# 103870
BD
Salt Lake City, UT
March 1, 2001 - July 30, 2001
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
October 9, 2000 - February 8, 2001
INVESCO CAPITAL MARKETS, INC.·CRD# 6939
BD
Houston, TX
October 7, 1998 - August 19, 1999

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Current Firm

MM
MICROVENTURE MARKETPLACE INC.

MICROVENTURE MARKET PLACE INC. | MICROVENTURE MARKETPLACE INC.

CRD#: 152513 / SEC#: 8-68458
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

2903 E 2nd St, Austin, TX 78702

Mailing Address

2903 E 2nd St, Austin, TX 78702

Phone Number

(512) 461-3686

Established

Delaware since 10/26/2009

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MICROVENTURES INCSHAREHOLDER—
CLARK, WILLIAM MICHAELCEO5741424
GRAY, TYLER RANDALLPRESIDENT/SECRETARY/FINOP5772730
WILLMORE, ELIZABETH MAGDALENACCO2697868

Disclosures

Regulatory Event

1

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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.

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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
Texas
(6/1/2018)

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2013About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1998About the Series 6 exam

Series 53 — Municipal Securities Principal Examination

Passed Jul 2006About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Dec 2005About the Series 4 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Apr 2004About the Series 51 exam

Series 27 — Financial and Operations Principal Examination

Passed Mar 2001About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Dec 2000About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Elizabeth Magdalena Willmore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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