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Craig W. Collar

RED MOUNTAIN SECURITIES LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 3107805
CC

Professional summary


Craig Wyatt Collar is a registered financial professional currently at RED MOUNTAIN SECURITIES LLC located in Los Angeles, California.

Craig is registered as a RR (Registered Representative) and started their career in finance in 1998. Craig has worked at 6 firms and has passed the Series 63, Series 7TO, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

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) - BD


Click below to view Craig Wyatt Collar'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

June 22, 2022 - Present

RED MOUNTAIN SECURITIES LLC

Office #1: 10250 Constellation Blvd 23rd Floor, Los Angeles, CA 90067
BD
CRD#: 317716
Los Angeles, CA
Past

July 18, 2019 - May 8, 2020

THREADSTONE CAPITAL, LLC

BD
CRD#: 158691
NEW YORK, NY
Past

June 27, 2013 - July 21, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

March 25, 2010 - January 8, 2013

RAINE SECURITIES LLC

BD
CRD#: 137873
BEVERLY HILLS, CA
Past

October 10, 2006 - November 27, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
LOS ANGELES, CA
Past

September 10, 1998 - September 6, 2006

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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
California
(7/21/2022)
RR
Colorado
(6/30/2022)
RR
New York
(7/12/2022)
RR
Oregon
(12/2/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional 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


RM
RED MOUNTAIN SECURITIES LLC
RED MOUNTAIN SECURITIES LLC

CRD#: 317716 / SEC#: , 8-70831

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


Main Address
10250 Constellation Blvd 23rd Floor, Los Angeles, CA 90067
Mailing Address
10250 Constellation Blvd 23rd Floor, Los Angeles, CA 90067
Phone number
(253) 632-3718
Established
Delaware since 11/05/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
RED MOUNTAIN CAPITAL ADVISORS LLCSOLE MEMBER
COLLAR, CRAIG WYATTCO-CHIEF EXECUTIVE OFFICER3107805
COLLAR, CRAIG WYATTCHIEF COMPLIANCE OFFICER, AMLCO3107805
TAO, BING QINFINOP/PFO/POO6253793
TEETS, JOHN CHRISTOPHERCO-CHIEF EXECUTIVE OFFICER2523235

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


RED MOUNTAIN SECURITIES LLC

CRD#: 317716Los Angeles, CA 90067

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