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BS

Brenda A. Smith

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CRD#: 4348518
BS

Professional summary


Brenda Ann Smith was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Brenda is a previously registered financial professional and started their career in finance in 2006. Prior to being barred, Brenda had worked at 6 firms, which includes MCG SECURITIES LLC, CV BROKERAGE INC, FUNDING CIRCLE SECURITIES LLC, ALIGNED MANAGER SERVICES LLC, DREXEL HAMILTON LLC, KILDARE CAPITAL INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brenda Smith Peterman

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

October 31, 2012 - February 25, 2013

MCG SECURITIES LLC

BD
CRD#: 163144
WAYNE, PA
Past

May 12, 2010 - June 17, 2019

CV BROKERAGE, INC

BD
CRD#: 462
WEST CONSHOHOCKEN, PA
Past

March 22, 2010 - February 28, 2011

FUNDING CIRCLE SECURITIES LLC

BD
CRD#: 149479
SAN FRANCISCO, CA
Past

April 23, 2009 - June 16, 2011

ALIGNED MANAGER SERVICES LLC

BD
CRD#: 148231
REDDING, CT
Past

September 26, 2007 - November 5, 2010

DREXEL HAMILTON, LLC

BD
CRD#: 143570
PHILADELPHIA, PA
Past

October 17, 2006 - January 2, 2008

KILDARE CAPITAL, INC.

BD
CRD#: 45796
RADNOR, PA

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
Series 63
Date: 5/3/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MS
MCG SECURITIES LLC
MCG SECURITIES LLC | MERION CAPITAL GROUP

CRD#: 163144 / SEC#: , 8-69068

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


Main Address
37 West Ave Suite 302, Wayne, PA 19087
Mailing Address
37 West Ave Suite 302, Wayne, PA 19087
Phone number
(610) 337-6500
Established
Pennsylvania since 03/12/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
MCG SECURITIES HOLDINGS, LLCOWNER
BODKIN, GREGORY PATRICKCCO3008389
ZELIN, LAWRENCE ARNOLDCEO1655034

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


MCG SECURITIES LLC

CRD#: 163144

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