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MJ

Marshall P. Jensen

Some features on this profile are disabled
CRD#: 2795422
MJ

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.

Marshall Peter Jensen, who also goes by Marshall P Jensen, was a registered financial professional .

Marshall is a previously registered financial professional and started their career in finance in 1997. Marshall had worked at 9 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 82TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marshall P Jensen

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

October 2, 2019 - October 16, 2020

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

April 21, 2016 - October 10, 2017

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

January 9, 2013 - May 5, 2014

CHINA ECAPITAL PARTNERS, LLC

BD
CRD#: 150251
SANTA MONICA, CA
Past

June 10, 2009 - December 11, 2012

VIANT CAPITAL LLC

BD
CRD#: 46948
MILL VALLEY, CA
Past

August 27, 2007 - July 1, 2008

HEADWATERS BD, LLC

BD
CRD#: 117042
DENVER, CO
Past

February 8, 2005 - November 9, 2005

MONTGOMERY & CO., LLC

BD
CRD#: 42300
SANTA MONICA, CA
Past

June 19, 2001 - January 4, 2005

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

March 8, 2000 - May 9, 2001

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

February 26, 1999 - February 11, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

March 12, 1997 - March 2, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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: 3/24/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/15/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 12/15/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/2022
General Securities Principal Examination

Current Firm

SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

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

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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

STILLPOINT CAPITAL, LLC

CRD#: 133146

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