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Christopher D. Goodman-triolo

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CRD#: 5579554
CG

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.

Christopher D Goodman-triolo, who also goes by Christopher David Goodman-triolo, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2012. Christopher had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher David Goodman-Triolo

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 6, 2014 - December 11, 2014

BMA SECURITIES, LLC

BD
CRD#: 108219
EL SEGUNDO, CA
Past

December 22, 2012 - April 17, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BEVERLY HILLS, CA
Past

December 3, 2012 - April 17, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BEVERLY HILLS, 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: 12/21/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BS
BMA SECURITIES, LLC
BMA SECURITIES | BURT MARTIN ARNOLD SECURITIES, INC. | BMA SECURITIES, LLC

CRD#: 108219 / SEC#: , 8-53073

BD
Terminated by SEC on 06/06/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/02/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BMA HOLDING COMPANY, LLCMAJORITY MEMBER/OWNER
CENTURY TBD HOLDINGS, LLCMINORITY MEMBER/OWNER
AVERYT, GREGORY EDWARDMINORITY MEMBER/OWNER4925247
ARNOLD, BURT MARTINPRESIDENT/GENERAL SECURITIES PRINCIPAL/COO/CCO2306999
ARNOLD, BURT MARTINFINOP2306999

Disclosures


Regulatory Event8

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


BMA SECURITIES, LLC

CRD#: 108219

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