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RM

Ryan P. Mcdowell

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CRD#: 5366052
RM

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.

Ryan P Mcdowell was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2007. Ryan had worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

October 3, 2022 - February 26, 2024

CRITICALPOINT PARTNERS LLC

BD
CRD#: 317345
EL SEGUNDO, CA
Past

April 24, 2018 - October 31, 2022

BA SECURITIES, LLC

BD
CRD#: 153489
MANHATTAN BEACH, CA
Past

November 30, 2007 - April 23, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

October 8, 2007 - April 23, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA

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: 11/20/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/10/2022
General Securities Principal Examination

Current Firm

CP
CRITICALPOINT PARTNERS LLC
CRITICALPOINT PARTNERS LLC

CRD#: 317345 / SEC#: , 8-70885

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

Main Address
2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245
Mailing Address
2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245
Phone number
(310) 321-4400
Established
California since 05/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MABRA HOLDINGS LLCMEMBER
ROMERO, MONIQUE VICTORIAFINOP/PFO/POO6712654
YOUNG, WILLIAM MATTHEWCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER4205625

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

CRITICALPOINT PARTNERS LLC

CRD#: 317345

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