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Gary R. Marks

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CRD#: 3203537
GM

Professional summary


Gary Robert Marks was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gary is a previously registered financial advisor and started their career in finance in 2001. Prior to being barred, Gary had worked at 3 firms, which includes ROCKING WALL STREET RESEARCH LLC, SKY BELL ASSET MANAGEMENT LLC, SKY BELL MANAGEMENT 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

January 8, 2010 - August 24, 2012

ROCKING WALL STREET RESEARCH, LLC

RIA
CRD#: 150417
KIHEI, HI
Past

January 13, 2006 - October 23, 2008

SKY BELL ASSET MANAGEMENT, LLC

RIA
CRD#: 127528
KIHEI, HI
Past

July 18, 2003 - December 31, 2005

SKY BELL ASSET MANAGEMENT, LLC

RIA
CRD#: 127528
KIHEI, HI
Past

June 16, 2003 - September 3, 2003

SKY BELL MANAGEMENT, INC.

RIA
CRD#: 117224
SAN ANSELMO, CA
Past

September 19, 2001 - December 31, 2002

SKY BELL MANAGEMENT, INC.

RIA
CRD#: 117224
PUKALANI, HI

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: 3/30/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/28/1999
General Securities Representative Examination

Current Firm


RW
ROCKING WALL STREET RESEARCH, LLC
ROCKING WALL STREET RESEARCH, LLC

CRD#: 150417 / SEC#:

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Contact information


Main Address
Kihei, HI
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ROCKING WALL STREET RESEARCH, LLC

CRD#: 150417

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