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MT

Martin O. Teevan

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CRD#: 443762
MT

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.

Martin Owen Teevan, who also goes by Martin O Teevan, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1968. Martin had worked at 10 firms and has passed the Series 63, SIE, Series 55, PC, Series 1 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin O Teevan

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 23, 2010 - July 9, 2015

MONARCH CAPITAL GROUP, LLC

BD
CRD#: 47815
NEW YORK, NY
Past

February 27, 2009 - March 19, 2010

HUDSON SECURITIES,INC.

BD
CRD#: 10467
NEW YORK, NY
Past

April 30, 2004 - April 2, 2009

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
NEW YORK, NY
Past

April 7, 2003 - July 2, 2004

DUPONT SECURITIES GROUP, INC.

BD
CRD#: 42305
NEW YORK, NY
Past

July 7, 1992 - March 17, 2003

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

April 10, 1991 - October 6, 1992

WYSER-PRATTE & CO., INC.

BD
CRD#: 28056
MT. KISCO, NY
Past

September 16, 1977 - December 31, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

January 11, 1968 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66

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: 5/16/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/10/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 12/23/1966
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MC
MONARCH CAPITAL GROUP, LLC
MONARCH CAPITAL GROUP, LLC

CRD#: 47815 / SEC#: , 8-51911

New Jersey
Registered Investment Advisory firm - SEC (8/26/2004 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
370 Lexington Avenue, Suite 308 Suite 2240, New York, NY 10017
Mailing Address
370 Lexington Avenue, Suite 308, New York, NY 10017
Phone number
(212) 808-4333
Established
New York since 01/27/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (40 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MONARCH HOLDINGS, LLCMANAGEMENT COMPANY
COHEN, EDWARD BARRYFINOP
POTTER, MICHAEL DAVIDCHAIRMAN, CEO, CFO, CCO2417023

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


MONARCH CAPITAL GROUP, LLC

CRD#: 47815

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