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ME

Michelle L. Edgecombe Campbell

Some features on this profile are disabled
CRD#: 5249297
ME

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.

Michelle Lashan Edgecombe Campbell, who also goes by Michelle Campbell, Michelle Edgecombe Campbell, was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2010. Michelle had worked at 4 firms and has passed the SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michelle Campbell | Michelle Edgecombe Campbell

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

February 22, 2023 - December 26, 2024

COMMONGOOD SECURITIES LLC

BD
CRD#: 289317
WINTER PARK, FL
Past

August 18, 2020 - September 13, 2021

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
Lake Mary, FL
Past

April 10, 2019 - July 23, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Orlando, FL
Past

March 10, 2010 - March 26, 2018

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL

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
SIE
Date: 3/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/28/2010
General Securities Principal Examination

Current Firm

CS
COMMONGOOD SECURITIES LLC
COMMONGOOD SECURITIES LLC

CRD#: 289317 / SEC#: , 8-69989

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
181 W Stovin Ave, Winter Park, FL 32789
Mailing Address
P.o. Box 791, Winter Park, FL 32789
Phone number
(407) 476-5453
Established
Florida since 06/30/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 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#
COMMONGOOD CAPITAL LLCDIRECT OWNER
CROSS, ANNAFINOP5894013
SHAFER, JEFFREY ROSSCEO/CCO2785447

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

COMMONGOOD SECURITIES LLC

CRD#: 289317

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