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Michael W. Ide

Some features on this profile are disabled
CRD#: 5546406
MI

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.

Michael William Ide was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2008. Michael had worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 7 and Series 6 exams.

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

August 18, 2016 - March 14, 2018

RF M&A SERVICES LLC

BD
CRD#: 154250
CHARLOTTE, NC
Past

June 15, 2009 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHARLOTTE, NC
Past

March 9, 2009 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

July 29, 2008 - March 10, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
DALLAS, TX

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: 10/10/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/18/2016
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/14/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RM
RF M&A SERVICES LLC
BLACKARCH SECURITIES LLC | RF M&A SERVICES LLC | BLACKARCH SECURITIES, LLC

CRD#: 154250 / SEC#: , 8-68621

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

Main Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Mailing Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Phone number
(704) 414-6300
Established
North Carolina since 05/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKARCH PARTNERS, LLCSOLE MEMBER
EDWARDS, WILLIAM BRIANCHIEF COMPLIANCE OFFICER4368899
HAMILTON, GRANT THOMASVICE PRESIDENT/ REGISTERED PRINCIPAL4697922
HOLLOWAY, GLENN CHRISTOPHERPRESIDENT/DESIGNATED PRINCIPAL/FINOP/CFO/PFO/POO4566759

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

RF M&A SERVICES LLC

CRD#: 154250

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