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MS

Mark J. Schulte

BENGUR BRYAN & CO.
Baltimore, MD 21202
Some features on this profile are disabled
CRD#: 2817618
MS

Professional summary


Mark James Schulte, who also goes by Mark J Schulte, is a registered financial professional currently at BENGUR BRYAN & CO., INC. located in Baltimore, Maryland.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1997. Mark has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark J Schulte

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 Mark James Schulte's 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

August 10, 2022 - Present

BENGUR BRYAN & CO., INC.

Office #1: 509 South Exeter Street Suite 210, Baltimore, MD 21202
BD
CRD#: 36290
Baltimore, MD
Past

September 25, 2018 - April 26, 2022

ROSE & CO. CAPITAL ADVISORS, LLC

BD
CRD#: 168274
NEW YORK, NY
Past

May 8, 2013 - October 27, 2017

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

July 22, 2008 - May 30, 2013

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

March 2, 2006 - April 28, 2008

SEABURY SECURITIES LLC

BD
CRD#: 41916
NEW YORK, NY
Past

March 23, 2004 - February 24, 2006

K-ONE INVESTMENT COMPANY, INC.

BD
CRD#: 16156
FORT SMITH, AR
Past

April 25, 1997 - February 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Maryland
(8/10/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/18/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BB
BENGUR BRYAN & CO., INC.
BENGUR BRYAN & CO., INC.

CRD#: 36290 / SEC#: , 8-47072

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


Main Address
509 South Exeter Street Suite 210, Baltimore, MD 21202
Mailing Address
509 South Exeter Street Suite 210, Baltimore, MD 21202
Phone number
(443) 573-3030
Established
Maryland since 06/02/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BRYAN, CHARLES ALANCHIEF COMPLIANCE OFFICER1587605

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


BENGUR BRYAN & CO., INC.

CRD#: 36290Baltimore, MD 21202

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