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MC

Mary E. Cumberland

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CRD#: 500674
MC

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.

Mary Elizabeth Cumberland, who also goes by Mary E Cumberland, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1976. Mary had worked at 10 firms and has passed the Series 63 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary E Cumberland

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

November 19, 1990 - November 28, 1994

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

January 22, 1990 - October 31, 1990

KNIBBE FINANCIAL GROUP, INC.

BD
CRD#: 14436
Past

June 19, 1989 - April 20, 1990

UNION EXCHANGE SECURITIES, INCORPORATED

BD
CRD#: 15191
Past

June 28, 1988 - June 9, 1989

MOONEY'S SECURITIES, INC.

BD
CRD#: 16928
Past

April 22, 1988 - June 14, 1988

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
Past

April 22, 1988 - June 28, 1988

MORTGAGE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19840
Past

November 6, 1987 - April 19, 1988

VINING-SPARKS SECURITIES, INC.

BD
CRD#: 10073
Past

August 14, 1987 - November 6, 1987

MORTGAGE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19840
Past

January 3, 1986 - October 10, 1987

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
Past

April 2, 1979 - March 28, 1985

CARTY, HARDING & HEARN, INC.

BD
CRD#: 7001
Past

October 26, 1977 - April 19, 1979

TRANSAMERICAN SECURITIES, INC.

BD
CRD#: 7494
Past

October 6, 1976 - May 28, 1977

G. WEEKS & CO., INC.

BD
CRD#: 7035

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: 9/16/1980
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 40
Date: 11/21/1976
Registered Principal Examination

Current Firm


TT
THE TRADING DESK, INC.
THE TRADING DESK, INC.

CRD#: 22908 / SEC#: , 8-39875

BD
Terminated by SEC on 02/20/1995
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 07/26/1993
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


THE TRADING DESK, INC.

CRD#: 22908

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