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MA

Mary A. Allen

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CRD#: 2714485
MA

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.

Mary Ann Allen, who also goes by Mary Elliott Allen, Mary Ann Elliott, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1996. Mary had worked at 3 firms and has passed the Series 66, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Elliott Allen | Mary Ann Elliott

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

April 14, 2003 - August 28, 2014

GRAMERCY SECURITIES, INC.

BD
CRD#: 8177
AMARILLO, TX
Past

May 19, 1998 - April 2, 2003

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

June 14, 1996 - May 27, 1998

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX

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
IAR
Series 66
Date: 5/10/1996
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GS
GRAMERCY SECURITIES, INC.
GRAMERCY SECURITIES, INC.

CRD#: 8177 / SEC#: , 8-24767

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


Main Address
3949 Old Post Road, Charlestown, RI 02813
Mailing Address
P.o. Box 1059, Charlestown, RI 02813
Phone number
(401) 364-7700
Established
New York since 10/29/1979
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SCRIBNER, RODERICK RICHARDPRESIDENT, DIRECTOR, SECRETARY, TREASURER, CCO, CEO1492417
CALHOUN, LESLIE ANNPRINCIPAL2047866

Disclosures


Regulatory Event1

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


GRAMERCY SECURITIES, INC.

CRD#: 8177

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