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Timothy M. Marvin

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CRD#: 4843754
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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.

Timothy Macneil Marvin, who also goes by Timothy Marvin, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2004. Timothy had worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Marvin

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

May 21, 2013 - September 5, 2014

SYMPHONIC SECURITIES LLC

BD
CRD#: 139512
NEW YORK, NY
Past

March 18, 2013 - September 5, 2014

SYMPHONIC FINANCIAL ADVISORS LLC

RIA
CRD#: 135603
BOGOTA, NJ
Past

July 22, 2011 - January 9, 2012

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
MORRISTOWN, NJ
Past

July 19, 2011 - January 9, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
MORRISTOWN, NJ
Past

May 23, 2007 - September 24, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MORRISTOWN, NJ
Past

May 23, 2007 - September 24, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MORRISTOWN, NJ
Past

July 20, 2006 - May 8, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROSELAND, NJ
Past

October 14, 2004 - July 13, 2006

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MORRISTOWN, NJ
Past

September 8, 2004 - July 13, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MORRISTOWN, NJ

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
IAR
Series 66
Date: 10/13/2004
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SS
SYMPHONIC SECURITIES LLC
SYMPHONIC SECURITIES LLC

CRD#: 139512 / SEC#: , 8-67220

BD
Terminated by SEC on 07/08/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/02/2005
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CITY NATIONAL ROCHDALE HOLDINGS, INC.MANAGING MEMBER/100% OWNER
BARTON, RICHARD JOSEPHCHIEF COMPLIANCE OFFICER2040869
CEPLER, MITCHELL DANIELCFO AND FINOP4554270
GIAQUINTO, GREGG ROBERTMANAGING DIRECTOR, CLIENT SERVICES & OPERATIONS3182583

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


SYMPHONIC SECURITIES LLC

CRD#: 139512

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