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ML

Mark L. Lippman

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CRD#: 310511
ML

Professional summary


Mark Lewis Lippman was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark is a previously registered financial professional and started their career in finance in 1970. Prior to being barred, Mark had worked at 23 firms, which includes DAWSON JAMES SECURITIES INC., CAPITAL GROWTH FINANCIAL LLC, DALTON KENT SECURITIES GROUP INC., LADENBURG THALMANN & CO. INC., AMERICAN INVESTMENT SERVICES INC., DONALD & CO. SECURITIES INC., FFP SECURITIES INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, RAYMOND JAMES & ASSOCIATES INC., BISCAYNE SECURITIES CORPORATION, PRUDENTIAL EQUITY GROUP LLC, ALLIED SECURITIES CORPORATION, TOWER SQUARE SECURITIES INC., LEHMAN BROTHERS INC., UBS FINANCIAL SERVICES INC., CIBC WORLD MARKETS CORP., THOMSON MCKINNON SECURITIES INC., DREXEL BURNHAM LAMBERT INCORPORATED, FAULKNER DAWKINS & SULLIVAN INC., THE ROBINSON-HUMPHREY COMPANY LLC, FIRST FLORIDA SECURITIES INC., GINBERG & COMPANY, FERRUGGIA & LIPPMAN & COYLE 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

April 27, 2007 - June 12, 2014

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

July 6, 2001 - April 27, 2007

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

April 20, 2001 - July 6, 2001

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

July 11, 2000 - May 3, 2001

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

April 8, 1997 - July 5, 2000

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

April 2, 1996 - April 15, 1997

DONALD & CO. SECURITIES INC.

BD
CRD#: 7776
TINTON FALLS, NJ
Past

August 16, 1990 - March 27, 1996

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

April 18, 1989 - July 27, 1990

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

March 15, 1988 - April 11, 1989

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

July 11, 1986 - February 17, 1988

BISCAYNE SECURITIES CORPORATION

BD
CRD#: 17764
Past

January 5, 1984 - July 1, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

September 13, 1983 - December 20, 1983

ALLIED SECURITIES CORPORATION

BD
CRD#: 7869
Past

August 5, 1983 - November 22, 1983

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

December 7, 1981 - June 27, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

May 5, 1981 - November 6, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

June 3, 1980 - May 20, 1981

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 9, 1979 - May 25, 1980

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

March 23, 1978 - May 24, 1979

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

April 22, 1977 - April 18, 1978

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 14, 1977 - May 8, 1977

FAULKNER, DAWKINS & SULLIVAN INC.

BD
CRD#: 1790
Past

July 19, 1976 - November 27, 1976

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
Past

October 28, 1975 - August 15, 1976

FIRST FLORIDA SECURITIES, INC.

BD
CRD#: 3892
Past

November 1, 1974 - August 31, 1975

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

April 24, 1973 - September 3, 1973

GINBERG & COMPANY

BD
CRD#: 1000008
Past

August 5, 1970 - March 1, 1974

FERRUGGIA & LIPPMAN & COYLE, INC.

BD
CRD#: 5284

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: 9/7/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 4/1/1980
AMEX Put and Call Exam
Principal/Supervisory Exam

Current Firm


DJ
DAWSON JAMES SECURITIES, INC.
DAWSON JAMES SECURITIES, INC.

CRD#: 130645 / SEC#: , 8-66367

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


Main Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Mailing Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Phone number
(561) 391-5555
Established
Florida since 07/30/2002
Firm type
Corporation
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#
ARK FINANCIAL SERVICES, INC.OWNER
DORFMAN, JENNIFERCHIEF COMPLIANCE OFFICER/AML COMPLIANCE OFFICER3009328
KEYSER, ROBERT DAWSON JR.CEO1291503
STICE, HAROLD EUGENECHIEF FINANCIAL OFFICER/FINOP1349210

Disclosures


Regulatory Event12
Civil Event1
Arbitration3

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


DAWSON JAMES SECURITIES, INC.

CRD#: 130645

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