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MH

Mary E. Harris-king

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CRD#: 4099056
MH

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.

Mary Elizabeth Harris-king, who also goes by Mary Elizabeth Harris, Mary Elizabeth Hyde, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1999. Mary had worked at 7 firms and has passed the Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Elizabeth Harris | Mary Elizabeth Hyde

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

June 3, 2016 - September 1, 2016

KULSHAN FINANCIAL GROUP

RIA
CRD#: 282021
PORT TOWNSEND, WA
Past

February 5, 2013 - February 6, 2014

SEAGATE ADVISER SERVICES

RIA
CRD#: 166689
WILMINGTON, NC
Past

December 21, 2011 - July 5, 2012

CGN ADVISORS, LLC

RIA
CRD#: 159359
EUREKA SPRINGS, AR
Past

July 19, 2010 - November 5, 2010

CS2 SERVICES

RIA
CRD#: 149986
KNIGHTDALE, NC
Past

June 5, 2009 - October 28, 2009

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

June 3, 2009 - October 28, 2009

ALLIED BEACON PARTNERS, INC.

RIA
CRD#: 46227
CLEARWATER, FL
Past

April 7, 2006 - June 4, 2007

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
VIENNA, VA
Past

April 5, 2006 - June 4, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
VIENNA, VA
Past

January 1, 2006 - January 25, 2006

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
VIRGINIA BEACH, VA
Past

December 23, 1999 - January 25, 2006

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA

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
IAR
Series 66
Date: 12/23/2005
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


KF
KULSHAN FINANCIAL GROUP
KULSHAN FINANCIAL GROUP | KULSHAN FINANCIAL GROUP, LLC

CRD#: 282021 / SEC#:

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Contact information


Main Address
1136 Water Street Suite 104, Port Townsend, WA 98368
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


KULSHAN FINANCIAL GROUP

CRD#: 282021

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