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MM

Mary H. Marshall

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CRD#: 4294381
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.

Mary Holloman Marshall, who also goes by Mary Holloman, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 2000. Mary had worked at 5 firms and has passed the Series 66, Series 7 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Holloman

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

July 23, 2010 - August 7, 2013

SILVER BRIDGE

RIA
CRD#: 105194
SAN FRANCISCO, CA
Past

September 27, 2005 - September 18, 2007

SECURITIES AMERICA, INC.

BD
CRD#: 10205
REDWOOD CITY, CA
Past

March 8, 2002 - December 23, 2010

H&S FINANCIAL ADVISORS LLC

RIA
CRD#: 134527
SAN FRANCISCO, CA
Past

February 4, 2002 - September 27, 2006

H&S SECURITIES, LLC

BD
CRD#: 116246
MENLO PARK, CA
Past

December 5, 2000 - October 5, 2005

CAP PRO BROKERAGE SERVICES, INC.

BD
CRD#: 103953
COLUMBUS, OH

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: 3/20/2001
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/7/2001
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


SB
SILVER BRIDGE
HALDOR INVESTMENT ADVISORS LP | HALE AND DORR CAPITAL MANAGEMENT LLC | HALE AND DORR WEALTH ADVISORS | HDWA | SILVER BRIDGE | SILVER BRIDGE ADVISORS | SILVER BRIDGE CAPITAL MANAGEMENT LLC | SILVER BRIDGE FAMILY OFFICE PARTNERS

CRD#: 105194 / SEC#: 801-31346

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Contact information


Main Address
60 State Street, Boston, MA 02109
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FEBRUARY 27, 2013 (2/27/2013)

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


SILVER BRIDGE

CRD#: 105194

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