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MR

Martin Rokeach

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CRD#: 403145
MR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Rokeach was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1973. Martin had worked at 19 firms and has passed the Series 63, Series 1, Series 4 and Series 8 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)


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

September 7, 2001 - December 10, 2003

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

July 16, 1997 - September 7, 2001

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

January 26, 1995 - June 17, 1997

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

December 8, 1994 - January 17, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

February 26, 1993 - October 5, 1994

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

November 14, 1990 - December 17, 1992

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

October 2, 1989 - July 11, 1990

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

April 11, 1989 - July 18, 1989

STATEN SECURITIES CORPORATION

BD
CRD#: 5632
Past

June 30, 1988 - February 17, 1989

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
Past

January 4, 1988 - April 9, 1988

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
Past

May 20, 1986 - January 7, 1988

SWARTWOOD, HESSE INC.

BD
CRD#: 8603
Past

May 21, 1985 - May 15, 1986

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

April 26, 1985 - May 9, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

December 6, 1982 - October 4, 1985

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

February 8, 1982 - November 3, 1982

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

November 23, 1976 - January 11, 1982

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

April 6, 1976 - January 13, 1977

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

March 21, 1975 - April 8, 1976

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

January 22, 1974 - April 24, 1975

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

October 10, 1973 - January 24, 1974

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

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: 1/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 10/8/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/17/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MC
MIDSOUTH CAPITAL, INC.
MIDSOUTH CAPITAL, INC.

CRD#: 35039 / SEC#: , 8-46620

BD
Terminated by SEC on 04/25/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
South Carolina since 09/10/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HILL, MARK DAVIDCHAIRMAN, BOARD MEMBER, AND SHAREHOLDER1056054
CAMPBELL, CYNTHIA HBOARD MEMBER
HILL, EDWARD DAVID JRSHAREHOLDER
HILL, ROBINSHAREHOLDER
JAMA HOLDINGSSHAREHOLDER
BATEH, RONALD JAMESPRESIDENT, CEO, RIA CCO, BOARD MEMBER, SHAREHOLDER869380
BRUSH, EDWARDBOARD MEMBER
MURRAY, SANDRA ANNCHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT1407964
ROYSTER, COLLIN HARDINGREGISTERED PRINCIPAL843043
VOOS, VIRGINIA LAWRENCEFINOP

Disclosures


Regulatory Event6
Arbitration1
Bond2

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


MIDSOUTH CAPITAL, INC.

CRD#: 35039

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