AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Marvin J. Susemihl

Some features on this profile are disabled
CRD#: 440224
MS

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.

Marvin John Susemihl, who also goes by Marv Susemihl, was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 1971. Marvin had worked at 19 firms and has passed the Series 63, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marv Susemihl

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

June 6, 1994 - May 8, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

August 28, 1991 - March 21, 1994

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

April 17, 1990 - September 13, 1991

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

May 9, 1989 - January 23, 1990

ADAMS SECURITIES, INC.

BD
CRD#: 16688
Past

October 15, 1987 - April 17, 1989

HAMILTON, WILLIAMS & CO., INC.

BD
CRD#: 17612
PORTLAND, OR
Past

May 29, 1986 - September 18, 1987

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

July 5, 1985 - September 18, 1987

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

August 21, 1984 - June 6, 1985

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

June 8, 1983 - June 19, 1984

SECO SECURITIES, INC.

BD
CRD#: 5363
Past

December 14, 1982 - June 27, 1983

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

June 16, 1982 - November 30, 1982

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

April 20, 1981 - June 9, 1982

OTC NET INCORPORATED

BD
CRD#: 7756
Past

May 22, 1980 - December 13, 1980

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

November 14, 1977 - March 4, 1980

FIRST WILSHIRE SECURITIES, INC.

BD
CRD#: 6609
Past

March 31, 1977 - December 14, 1977

MARGOLIS & CO., INC.

BD
CRD#: 5464
Past

June 9, 1976 - May 4, 1977

VAN CLEMENS & CO. INCORPORATED

BD
CRD#: 6914
Past

October 4, 1974 - January 16, 1975

MIDWEST DISCOUNT SECURITIES, INC.

BD
CRD#: 6226
Past

August 20, 1974 - October 4, 1974

REUBEN ALSTEAD AND ASSOCIATES INC

BD
CRD#: 1000005
Past

July 22, 1974 - September 23, 1974

ANCHOR SECURITIES, INC.

BD
CRD#: 6665
Past

March 17, 1971 - August 30, 1973

MIDLAND SECURITIES CORPORATION

BD
CRD#: 1000003

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: 10/30/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/26/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 5/25/1972
General Securities Principal Examination

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

TRUST BUT VERIFY

Monitor Marvin Susemihl

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics