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MP

Margaret A. Pangrazio

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CRD#: 5670456
MP

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.

Margaret A Pangrazio, who also goes by Margaret A Pargrazio, was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 2010. Margaret had worked at 1 firm and has passed the Series 11 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Margaret A Pargrazio

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

September 26, 2013 - April 24, 2014

SMH CAPITAL INVESTMENTS LLC

BD
CRD#: 24535
FT. WORTH, TX
Past

January 1, 2010 - May 30, 2012

SMH CAPITAL INVESTMENTS LLC

BD
CRD#: 24535
FT. WORTH, 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


General Industry/Product Exam
RR
Series 11
Date: 12/29/2009
Assistant Representative-Order Processing Qualification Exam

Current Firm


SC
SMH CAPITAL INVESTMENTS LLC
SMH CAPITAL INVESTMENTS LLC | WESTPORT RESOURCES INVESTMENT SERVICES, INC.

CRD#: 24535 / SEC#: , 8-40904

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


Main Address
4200 S. Hulen Suite 534, Ft. Worth, TX 76109
Mailing Address
4200 S. Hulen Suite 534, Ft. Worth, TX 76109
Phone number
(817) 569-7000
Established
Texas since 06/18/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MOYERS ORGANIZATION LLCOWNER
MOYERS, DWAYNE ALANCEO/CCO/FINOP1850654

Disclosures


Regulatory Event3
Arbitration1

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


SMH CAPITAL INVESTMENTS LLC

CRD#: 24535

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