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MS

Maximillian Santos

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CRD#: 3030271
MS

Professional summary


Maximillian Santos was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Maximillian is a previously registered financial advisor and started their career in finance in 1998. Prior to being barred, Maximillian had worked at 6 firms, which includes BLACKBOOK CAPITAL LLC, NATIONAL SECURITIES CORPORATION, OPPENHEIMER & CO. INC., TD AMERITRADE INC., LADENBURG THALMANN & CO. INC., BARINGTON CAPITAL GROUP L.P..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Max Santos | Maximilliam Santos

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

May 12, 2015 - March 11, 2016

BLACKBOOK CAPITAL, LLC

BD
CRD#: 123234
New York, NY
Past

June 26, 2014 - July 17, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
WESTBURY, NY
Past

July 30, 2009 - July 14, 2014

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
NEW YORK, NY
Past

March 29, 2001 - July 14, 2014

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

March 23, 1999 - January 23, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

November 18, 1998 - February 16, 1999

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

May 20, 1998 - November 28, 1998

BARINGTON CAPITAL GROUP, L.P.

BD
CRD#: 29383
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
IAR
Series 65
Date: 7/29/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BC
BLACKBOOK CAPITAL, LLC
BLACKBOOK CAPITAL LLC | PHOENIX SECURITIES, INC. | FRANKLIN CHRISTOPHER INVESTMENTS LLC | FRANKLIN CHRISTOPHER INVESTMENT BANKERS, INC. | ET SECURITIES, INC. | BLACKBOOK CAPITAL, LLC | BLACKBOOK CAPITAL, INC.

CRD#: 123234 / SEC#: , 8-65577

BD
Terminated by SEC on 08/20/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OGELE, FRANKLIN IHENDUCEO, PRESIDENT, FINOP, CCO2197820
APEX HOMES, INCMEMBER

Disclosures


Regulatory Event4
Arbitration1
Judgment/Lien1

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


BLACKBOOK CAPITAL, LLC

CRD#: 123234

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