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Mills R. Coursey

FORESIDE FUND SERVICES
Fort Lauderdale, FL 33301
Some features on this profile are disabled
CRD#: 4555702
MC

Professional summary

Mills Robert Anthony Coursey, who also goes by Rob Coursey, Robert Coursey, Mills R Coursey, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Fort Lauderdale, Florida.

Mills is registered as a RR (Registered Representative) and started their career in finance in 2008. Mills has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rob Coursey | Robert Coursey | Mills R Coursey

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.
1.) House of Ruth Maryland; Baltimore, MD; Not investment related; Started 01/28/2021; Social Services; Board Member; Attend quarterly board meetings and help with fund raising; 2 hours per month with 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mills Robert Anthony Coursey's CRS (Customer Relationship Summary).
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

November 7, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 350 East Las Olas Boulevard 18th Floor, Fort Lauderdale, FL 33301
BD
CRD#: 46106
Fort Lauderdale, FL
Past

January 17, 2023 - April 17, 2024

T. ROWE PRICE ASSOCIATES, INC.

RIA
CRD#: 105496
Colorado Springs, CO
Past

June 28, 2022 - April 17, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO
Past

November 22, 2021 - May 16, 2022

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Baltimore, MD
Past

June 14, 2019 - December 31, 2021

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Towson, MD
Past

May 14, 2014 - June 6, 2019

EULAV SECURITIES LLC

BD
CRD#: 156396
Baltimore, MD
Past

November 5, 2013 - April 28, 2014

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
MEDIA, PA
Past

February 15, 2012 - April 4, 2012

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
DRESHER, PA
Past

June 20, 2008 - January 30, 2012

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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
California
(11/7/2024)
RR
Florida
(11/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/19/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

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

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Fort Lauderdale, FL 33301

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