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MM

Michael C. Muzzy

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CRD#: 5636225
MM

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 Charles Muzzy was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2009. Michael had worked at 3 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 82TO, 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)


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

April 20, 2023 - July 20, 2023

CADMAN SECURITIES, LLC

BD
CRD#: 128344
CHICAGO, IL
Past

April 2, 2021 - May 13, 2021

STILLPOINT CAPITAL, LLC

BD
CRD#: 133146
TAMPA, FL
Past

February 4, 2009 - April 1, 2019

W G SECURITIES, LLC

BD
CRD#: 140869
WOODBRIDGE, CT

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: 3/19/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CADMAN SECURITIES, LLC
ANCHOR ASSET MANAGEMENT LLC | CADMAN SECURITIES, LLC

CRD#: 128344 / SEC#: , 8-66126

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


Main Address
313 W Wolf Point Plaza Unit 3601, Chicago, IL 60654
Mailing Address
313 W Wolf Point Plaza Unit 3601, Chicago, IL 60654
Phone number
(980) 420-6301
Established
New York since 08/06/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CADMAN CAPITAL HOLDINGS, LLCOWNER
BROWN, SCOTT LESLIEFINOP6694802
RAND, PAIGE WOODSUMCHIEF COMPLIANCE OFFICER4520907
REGAN, MICHAEL TIMOTHYCEO2458924

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


CADMAN SECURITIES, LLC

CRD#: 128344

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