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Phillip M. Galles

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CRD#: 4643616
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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.

Phillip Moncel Galles, who also goes by Phillip Galles, was a registered financial professional .

Phillip is a previously registered financial professional and started their career in finance in 2003. Phillip had worked at 2 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phillip Galles

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

April 12, 2004 - April 26, 2004

TRANSMARKET GROUP L.L.C.

BD
CRD#: 15657
CHICAGO, IL
Past

March 13, 2003 - October 21, 2003

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL

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


General Industry/Product Exam
RR
Series 7
Date: 1/10/2002
General Securities Representative Examination

Current Firm


TG
TRANSMARKET GROUP L.L.C.
TRANSMARKET FINANCIAL, INC. | TRANSMARKET GROUP, INC. | TRANSMARKET GROUP L.L.C.

CRD#: 15657 / SEC#: , 8-26579

BD
Terminated by SEC on 01/09/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 09/29/1994
Firm type
Limited Liability Company
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRANSMARKET GROUP, INC.MAJORITY OWNER
MCCORMICK, JAMES GLASSCLASS MANAGER1689719
ADAMS, DOUGLAS RYANCHIEF EXECUTIVE OFFICER4675945
CAHNMAN, RAYMOND SIMPSONCHAIRMAN OF THE BOARD/CLASS MANAGER1462431
KLEIN, LAWRENCE BRUCECFO AML OFFICER709084
MEIER, ERIC KARLCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER4763881

Disclosures


Regulatory Event9

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


TRANSMARKET GROUP L.L.C.

CRD#: 15657

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