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MM

Marc C. Meunier

WEALTHFORGE SECURITIES
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 2977727
MM

Professional summary


Marc Collins Meunier is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.

Marc is registered as a RR (Registered Representative) and started their career in finance in 1999. Marc has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 22 exams.

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) - BD


Click below to view Marc Collins Meunier'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

March 24, 2020 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230
BD
CRD#: 152550
Richmond, VA
Past

August 17, 2018 - November 4, 2019

SELECT CAPITAL CORPORATION

BD
CRD#: 145997
SAN JUAN CAPISTRANO, CA
Past

June 2, 2016 - March 29, 2017

NEXPOINT SECURITIES, INC.

BD
CRD#: 165013
DALLAS, TX
Past

January 12, 2016 - June 8, 2016

NEXBANK SECURITIES INC

BD
CRD#: 133267
DALLAS, TX
Past

March 18, 2008 - January 4, 2016

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

September 19, 2006 - May 15, 2007

BOSTON CAPITAL SECURITIES, INC.

BD
CRD#: 14611
BOSTON, MA
Past

June 30, 2005 - August 23, 2006

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
PITTSBURGH, PA
Past

June 9, 1999 - June 27, 2005

BOSTON CAPITAL SECURITIES, INC.

BD
CRD#: 14611
BOSTON, MA

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
Alabama
(1/5/2023)
RR
Alaska
(1/5/2023)
RR
Arizona
(1/5/2023)
RR
Arkansas
(1/5/2023)
RR
California
(8/13/2020)
RR
Colorado
(7/30/2021)
RR
Connecticut
(4/8/2020)
RR
Delaware
(5/4/2022)
RR
District of Columbia
(1/5/2023)
RR
Florida
(3/31/2021)
RR
Georgia
(11/12/2020)
RR
Hawaii
(1/5/2023)
RR
Idaho
(1/5/2023)
RR
Illinois
(4/7/2020)
RR
Indiana
(4/7/2020)
RR
Iowa
(3/27/2020)
RR
Kansas
(1/5/2023)
RR
Kentucky
(1/5/2023)
RR
Louisiana
(1/5/2023)
RR
Maine
(3/24/2020)
RR
Maryland
(1/5/2023)
RR
Massachusetts
(4/7/2020)
RR
Michigan
(9/29/2020)
RR
Minnesota
(4/9/2020)
RR
Mississippi
(1/5/2023)
RR
Missouri
(8/3/2021)
RR
Montana
(1/5/2023)
RR
Nebraska
(1/5/2023)
RR
Nevada
(1/5/2023)
RR
New Hampshire
(4/8/2020)
RR
New Jersey
(1/5/2023)
RR
New Mexico
(1/5/2023)
RR
New York
(4/10/2020)
RR
North Carolina
(1/5/2023)
RR
North Dakota
(1/5/2023)
RR
Ohio
(3/24/2020)
RR
Oklahoma
(1/5/2023)
RR
Oregon
(1/5/2023)
RR
Pennsylvania
(3/25/2020)
RR
Puerto Rico
(1/5/2023)
RR
Rhode Island
(4/7/2020)
RR
South Carolina
(10/28/2020)
RR
South Dakota
(1/5/2023)
RR
Tennessee
(1/5/2023)
RR
Texas
(7/14/2020)
RR
Utah
(1/5/2023)
RR
Vermont
(4/7/2020)
RR
Virgin Islands
(1/5/2023)
RR
Virginia
(4/9/2020)
RR
Washington
(1/5/2023)
RR
West Virginia
(1/5/2023)
RR
Wisconsin
(3/30/2020)
RR
Wyoming
(1/5/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WS
WEALTHFORGE SECURITIES, LLC
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

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


Main Address
3015 W Moore St Suite 102, Richmond, VA 23230
Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230
Phone number
(804) 308-0431
Established
Virginia since 07/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
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#
WEALTHFORGE HOLDINGS, INC.PARENT
ARLES, DONNA DIPIETROCFO, PFO, POO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Disclosures


Regulatory Event3
Arbitration1

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


WEALTHFORGE SECURITIES, LLC

CRD#: 152550Richmond, VA 23230

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