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MP

Martin J. Petela

VCS VENTURE SECURITIES
New York, NY 10006-3201
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CRD#: 5587657
MP

Professional summary


Martin John Petela is a registered financial professional currently at VCS VENTURE SECURITIES located in New York, New York.

Martin is registered as a RR (Registered Representative) and started their career in finance in 2008. Martin has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 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) - BD


Click below to view Martin John Petela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

November 4, 2024 - Present

VCS VENTURE SECURITIES

Office #1: 29 Broadway Suite 1502, New York, NY 10006-3201
BD
CRD#: 127921
New York, NY
Past

November 9, 2021 - January 5, 2022

VCS VENTURE SECURITIES

BD
CRD#: 127921
NEW YORK, NY
Past

May 16, 2018 - December 24, 2021

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
NEW YORK, NY
Past

July 15, 2015 - December 27, 2016

SWISS ALLIED WEALTH MANAGEMENT, LLC

RIA
CRD#: 174094
NEW YORK, NY
Past

June 24, 2013 - July 9, 2013

ARISTON WEALTH MANAGEMENT, L.P.

RIA
CRD#: 158220
NEW YORK, NY
Past

December 6, 2011 - May 31, 2018

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

July 20, 2011 - November 29, 2011

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

November 4, 2009 - August 2, 2011

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY
Past

February 11, 2009 - November 12, 2009

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

August 29, 2008 - February 12, 2009

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/14/2024)
RR
Alaska
(11/15/2024)
RR
Arizona
(12/11/2024)
RR
Arkansas
(12/3/2024)
RR
California
(11/13/2024)
RR
Colorado
(2/6/2025)
RR
Connecticut
(1/6/2025)
RR
Delaware
(2/13/2025)
RR
District of Columbia
(1/9/2025)
RR
Georgia
(1/7/2025)
RR
Idaho
(2/4/2025)
RR
Illinois
(2/6/2025)
RR
Indiana
(2/11/2025)
RR
Iowa
(1/9/2025)
RR
Kansas
(1/6/2025)
RR
Kentucky
(1/6/2025)
RR
Louisiana
(11/15/2024)
RR
Michigan
(1/8/2025)
RR
Minnesota
(1/6/2025)
RR
Mississippi
(1/8/2025)
RR
Montana
(12/4/2024)
RR
Nebraska
(1/21/2025)
RR
Nevada
(1/6/2025)
RR
New Jersey
(12/13/2024)
RR
New Mexico
(11/15/2024)
RR
New York
(11/12/2024)
RR
North Carolina
(1/6/2025)
RR
North Dakota
(1/14/2025)
RR
Ohio
(1/31/2025)
RR
Pennsylvania
(1/6/2025)
RR
Rhode Island
(1/9/2025)
RR
South Carolina
(1/9/2025)
RR
Texas
(11/17/2024)
RR
Utah
(2/3/2025)
RR
Virginia
(11/25/2024)
RR
Washington
(5/13/2025)
RR
West Virginia
(1/23/2025)
RR
Wisconsin
(12/6/2024)
RR
Wyoming
(1/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VV
VCS VENTURE SECURITIES
D R F BUSINESS AND FINANCIAL SERVICES, LLC | VCS VENTURE SECURITIES | PRIMARY CAPITAL, LLC

CRD#: 127921 / SEC#: , 8-66069

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


Main Address
29 Broadway Suite 1502, New York, NY 10006-3201
Mailing Address
29 Broadway Suite 1502, New York, NY 10006-3221
Phone number
(212) 404-7696
Established
Delaware since 11/16/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
LEO CAPITAL MARKETS, LLCDIRECT OWNER
NEW AGE CAPITAL MANAGEMENT, LLCDIRECT OWNER
MOOD, TRAVIS ANTON MORSEREGISTERED OPTIONS PRINCIPAL4745001
NIXON, JON ALANFINOP4710715
STALANSKI, JOHN WALTERAMLCO2922709
STALANSKI, JOHN WALTERCHIEF OPERATING OFFICER2922709
STALANSKI, JOHN WALTERCHIEF COMPLIANCE OFFICER2922709

Disclosures


Regulatory Event3

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


VCS VENTURE SECURITIES

CRD#: 127921New York, NY 10006-3201

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