Mark A. Greenbaum
Professional summary
Mark Alan Greenbaum, who also goes by Mark A Greenbaum, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.
Mark is registered as a RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mark Alan Greenbaum's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2023 - Present
ATLAS TECHNOLOGY GROUP LLC
Office #1: 1300 El Camino Real Suite 100 #47, Menlo Park, CA 94025May 26, 2015 - September 7, 2023
LUMA SECURITIES LLC
March 4, 2004 - April 27, 2015
HOULIHAN LOKEY ADVISORS, LLC
August 25, 2000 - February 2, 2004
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/2023)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ATLAS TECHNOLOGY GROUP LLC
CRD#: 152828 / SEC#: , 8-68480
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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Company Information
ATLAS TECHNOLOGY GROUP LLC
CRD#: 152828Menlo Park, CA 94025TRUST BUT VERIFY
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