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MM

Midquel D. Mcclendon

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CRD#: 4110149
MM

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.

Midquel Delafeyette Mcclendon, who also goes by Cain Mcclendon, Mick Mcclendon, Mickey Mcclendon, Midquel Mcclendon, Midquel Delafeyette Mcclendon, was a registered financial professional .

Midquel is a previously registered financial professional and started their career in finance in 2000. Midquel had worked at 10 firms and has passed the Series 66, Series 63, Series 6TO, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cain Mcclendon | Mick Mcclendon | Mickey Mcclendon | Midquel Mcclendon | Midquel Delafeyette Mcclendon

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

April 18, 2025 - November 14, 2025

METRIC FINANCIAL, LLC

BD
CRD#: 33324
ATLANTA, GA
Past

September 28, 2023 - April 23, 2025

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

October 29, 2019 - September 14, 2023

INLAND SECURITIES CORPORATION

BD
CRD#: 15807
OAK BROOK, IL
Past

October 7, 2019 - October 17, 2019

JCC CAPITAL MARKETS, LLC

BD
CRD#: 146776
Dallas, TX
Past

January 15, 2019 - August 9, 2019

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
TAMPA, FL
Past

January 2, 2019 - August 9, 2019

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

July 11, 2018 - November 8, 2018

NOVA WEALTH MANAGEMENT, INC.

RIA
CRD#: 169450
BONITA SPRINGS, FL
Past

October 9, 2012 - March 19, 2018

NORTHSTAR SECURITIES, LLC

BD
CRD#: 150409
GREENWOOD VILLAGE, CO
Past

May 11, 2004 - July 6, 2012

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA
Past

December 15, 2000 - July 25, 2003

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

February 3, 2000 - August 28, 2000

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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: 6/7/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/18/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 4/18/2025
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MF
METRIC FINANCIAL, LLC
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

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


Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Phone number
(678) 528-1151
Established
Georgia since 05/01/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GRELLA MANAGEMENT LLC.MEMBER
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures


Regulatory Event1

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


METRIC FINANCIAL, LLC

CRD#: 33324

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