Mahari A. Mctier

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CRD#: 4323729

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.

Mahari Akesh Mctier was a registered financial professional .

Mahari is a previously registered financial professional and started their career in finance in 2002. Mahari had worked at 13 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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

March 4, 2022 - November 29, 2023

SAN BLAS SECURITIES LLC

CRD#: 290605

CHICAGO, IL

Past

January 28, 2021 - February 2, 2021

VERITY ASSET MANAGEMENT

RIA

CRD#: 158667

Birmingham, AL

Past

January 25, 2021 - February 2, 2021

VERITY INVESTMENTS, INC.

CRD#: 41527

DURHAM, NC

Past

July 14, 2017 - February 14, 2019

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

MCDONOUGH, GA

Past

July 13, 2017 - February 14, 2019

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

MCDONOUGH, GA

Past

July 30, 2014 - October 4, 2016

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

BIRMINGHAM, AL

Past

July 18, 2014 - October 4, 2016

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

July 6, 2011 - June 27, 2014

CORPORATE INVESTMENTS GROUP, INC.

CRD#: 38690

CHICAGO, IL

Past

December 5, 2007 - January 21, 2011

WADDELL & REED

RIA

CRD#: 866

OAKBROOK, IL

Past

December 4, 2007 - January 21, 2011

WADDELL & REED

CRD#: 866

OAKBROOK, IL

Past

September 27, 2006 - May 17, 2007

OSAIC SERVICES, INC.

CRD#: 133763

ATLANTA, GA

Past

September 2, 2004 - August 22, 2006

SBK-BROOKS INVESTMENT CORP.

CRD#: 35851

BIRMINGHAM, AL

Past

June 13, 2003 - May 18, 2004

THE MALACHI GROUP, INC.

CRD#: 42320

ATLANTA, GA

Past

September 23, 2002 - March 12, 2003

ABI CAPITAL MANAGEMENT, LLC

CRD#: 104150

BIRMINGHAM, AL

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

IAR

Series 66

Date: 11/15/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2002

General Securities Representative Examination

Current Firm

SAN BLAS SECURITIES LLC

IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC

CRD#: 290605 / SEC#: , 8-70036

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

233 S Wacker Dr Suite 4400, Chicago, IL 60606

Mailing Address

3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184

Phone number

(773) 661-4448

Established

Delaware since 04/13/2017

Firm type

Limited Liability Company

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
IFS GROUP, INC	DIRECT OWNER
CARTER, ANA ROUMENOVA	FINOP	4424794
PADILLA, DANIEL JR	CCO	3123672
PADILLA, DANIEL JR	CEO	3123672

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.

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Firm Stability Insights

Mahari A. Mctier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VERITY ASSET MANAGEMENT

VERITY INVESTMENTS, INC.

CAPE INVESTMENT ADVISORY, INC.

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CORPORATE INVESTMENTS GROUP, INC.

WADDELL & REED

WADDELL & REED

OSAIC SERVICES, INC.

SBK-BROOKS INVESTMENT CORP.

THE MALACHI GROUP, INC.

ABI CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2002

Current Firm

SAN BLAS SECURITIES LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SAN BLAS SECURITIES LLC

TRUST BUT VERIFY

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