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MD

Margot R. De France

ENTORO SECURITIES
HOUSTON, TX 77024
Some features on this profile are disabled
CRD#: 2720232
MD

Professional summary


Margot Renee De France, who also goes by Margot Renee Defrance, Margot Defrance, is a registered financial professional currently at ENTORO SECURITIES, LLC located in Houston, Texas.

Margot is registered as a RR (Registered Representative) and started their career in finance in 1996. Margot has worked at 5 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Margot Renee Defrance | Margot Defrance

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) - BD


Click below to view Margot Renee De France's CRS (Customer Relationship Summary).
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

September 11, 2018 - Present

ENTORO SECURITIES, LLC

Office #1: 7941 Katy Freeway Suite 516, Houston, TX 77024
BD
CRD#: 35192
HOUSTON, TX
Past

January 4, 2016 - February 1, 2016

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

June 20, 2012 - June 1, 2015

OLYMPUS SECURITIES, LLC

BD
CRD#: 114050
NEW YORK, NY
Past

November 18, 1999 - October 4, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 10, 1996 - November 19, 1997

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA

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
Delaware
(11/30/2018)
RR
New York
(9/26/2018)
RR
Texas
(9/17/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ES
ENTORO SECURITIES, LLC
CLEARINGHOUSE SECURITIES LLC | THE PETROLEUM CLEARINGHOUSE, INC. | THE OIL & GAS ASSET CLEARINGHOUSE, INC. | THE OIL & GAS ASSET CLEARINGHOUSE II, LLC | THE OGA CLEARINGHOUSE, INC. | ENTORO SECURITIES, LLC

CRD#: 35192 / SEC#: , 8-46630

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


Main Address
7941 Katy Freeway Suite 516, Houston, TX 77024
Mailing Address
7941 Katy Freeway Suite 516, Houston, TX 77024
Phone number
(713) 823-2900
Established
Delaware since 05/28/2008
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 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#
ENTORO CAPITAL LLC (WY)SOLE MEMBER
COPSON, MEIHUIREGISTERED PRINCIPAL7187064
COPSON, MEIHUIAML COMPLIANCE PRINCIPAL7187064
GOODIN, DIANE MARIEFINOP3117840
ROW, CATALINA ELIZABETHREGISTERED PRINCIPAL7631359
ROW, JAMES CAVEDODESIGNATED PRINCIPAL, CHIEF COMPLIANCE OFFICER1751837

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


ENTORO SECURITIES, LLC

CRD#: 35192Houston, TX 77024

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