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Otilia V. Tannehill

MARATHON CAPITAL MARKETS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4343951
OT

Professional summary

Otilia V Tannehill, who also goes by Otilia VIrginia Pineda, Oti Virginia Pineda, Oti Virginia Tannehill, Otilia Virginia Tannehill, is a registered financial professional currently at MARATHON CAPITAL MARKETS, LLC located in Chicago, Illinois.

Otilia is registered as a RR (Registered Representative) and started their career in finance in 2003. Otilia has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 11 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Otilia Virginia Pineda | Oti Virginia Pineda | Oti Virginia Tannehill | Otilia Virginia Tannehill

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) - BD

Click below to view Otilia V Tannehill's CRS (Customer Relationship Summary).

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

Current

December 7, 2022 - Present

MARATHON CAPITAL MARKETS, LLC

Office #1: 200 W. Madison Street Suite 3700, Chicago, IL 60606
BD
CRD#: 103767
Chicago, IL
Past

July 22, 2021 - October 25, 2022

HARBOR FUNDS DISTRIBUTORS, INC.

BD
CRD#: 113506
CHICAGO, IL
Past

March 4, 2021 - June 25, 2021

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Chicago, IL
Past

April 24, 2007 - March 27, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
CHICAGO, IL
Past

May 26, 2003 - April 24, 2007

RYAN BECK & CO.

BD
CRD#: 3248
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(12/7/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/12/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 11
Date: 5/23/2003
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
FINRA

Current Firm

MC
MARATHON CAPITAL MARKETS, LLC
GOLDEN FORTUNES SECURITIES, INC. | MARATHON CAPITAL MARKETS, LLC | MARATHON CAPITAL MARKETS, INC. | MARATHON CAPITAL | MADISON MERCHANT PARTNERS, INC.

CRD#: 103767 / SEC#: , 8-52256

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

Main Address
200 W. Madison Street Suite 3700, Chicago, IL 60606
Mailing Address
200 W. Madison Street Suite 3700, Chicago, IL 60606
Phone number
(312) 989-1350
Established
Delaware since 01/01/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (35 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MARATHON CAPITAL, LLCSHAREHOLDER
BRANDT, RICHARD THEODORE IIMANAGER4762272
CAMPBELL, ROBERT NMNFINOP1349154
GRANT, TERENCE ROBERTMANAGER3053787
HECKMAN, CASS KIKUKOCHIEF COMPLIANCE OFFICER6835511
SHANAHAN, MATTHEWMANAGER2839069

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

MARATHON CAPITAL MARKETS, LLC

CRD#: 103767Chicago, IL 60606

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