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Steven M. Simmons

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CRD#: 2957967
SS

Professional summary


Steven Marc Simmons was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Steven had worked at 12 firms, which includes MCINTYRE CAPITAL PARTNERS LLC, MAXIM GROUP LLC, LIGHTHOUSE FINANCIAL GROUP LLC, TERRA NOVA FINANCIAL LLC, INTERACTIVE BROKERS CORP., SCHONFELD SECURITIES LLC, VIRTU ALTERNET SECURITIES LLC, VIRTU ITG LLC, SHARPE CAPITAL INC., DEUTSCHE IXE LLC, KNIGHT CAPITAL AMERICAS L.P., CATHAY FINANCIAL INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 21, 2012 - April 16, 2013

MCINTYRE CAPITAL PARTNERS, LLC

BD
CRD#: 148521
NEW YORK, NY
Past

October 21, 2010 - January 12, 2012

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

March 24, 2009 - August 9, 2010

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
NEW YORK, NY
Past

September 29, 2006 - March 26, 2009

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

January 30, 2003 - August 10, 2006

INTERACTIVE BROKERS CORP.

BD
CRD#: 117942
NEW YORK, NY
Past

June 19, 2001 - February 11, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

September 29, 2000 - April 17, 2001

VIRTU ALTERNET SECURITIES LLC

BD
CRD#: 47867
NEW YORK, NY
Past

September 27, 2000 - April 11, 2001

VIRTU ITG LLC

BD
CRD#: 29299
NEW YORK, NY
Past

May 18, 2000 - July 6, 2000

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

April 7, 1999 - February 25, 2000

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

July 28, 1998 - February 18, 1999

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

November 6, 1997 - July 14, 1998

CATHAY FINANCIAL INC

BD
CRD#: 30065
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: 11/12/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 10/15/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MC
MCINTYRE CAPITAL PARTNERS, LLC
CEDI CAPITAL MARKETS, LLC | TRILIAD SECURITIES, LLC | MCINTYRE CAPITAL PARTNERS, LLC | GOTHAM CAPITAL ADVISORS

CRD#: 148521 / SEC#: , 8-68040

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


Main Address
3 Columbus Circle 15th Floor, New York, NY 10019
Mailing Address
3 Columbus Circle 15th Floor, New York, NY 10019
Phone number
(646) 450-3554
Established
Washington since 05/21/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 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#
THE MCINTYRE COMPANIES, LLCMEMBER
MCPHEDRAN, DAVID ALEXANDERCCO, EXECUTIVE REPRESENTATIVE4647596

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


MCINTYRE CAPITAL PARTNERS, LLC

CRD#: 148521

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