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Monica C. Blocker

HOULIHAN CAPITAL
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5689480
MB

Professional summary


Monica C Blocker, who also goes by Monica C Miernicka, Monica C Miernicka, is a registered financial professional currently at HOULIHAN CAPITAL, LLC located in Chicago, Illinois.

Monica is registered as a RR (Registered Representative) and started their career in finance in 2010. Monica has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Monica C Miernicka | Monica C Miernicka

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 Monica C Blocker's 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

June 2, 2016 - Present

HOULIHAN CAPITAL, LLC

Office #1: 200 W. Madison Street, Suite 2150, Chicago, IL 60606
BD
CRD#: 156028
Chicago, IL
Past

August 21, 2014 - May 20, 2016

GENEVA ADVISORS, LLC

RIA
CRD#: 121629
CHICAGO, IL
Past

June 23, 2014 - May 20, 2016

GNV ADVISORS, LLC

BD
CRD#: 147286
Chicago, IL
Past

September 1, 2011 - June 6, 2014

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

January 5, 2011 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

January 5, 2011 - June 4, 2014

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

October 11, 2010 - December 16, 2010

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

July 28, 2010 - December 16, 2010

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL

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
Illinois
(6/2/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HC
HOULIHAN CAPITAL, LLC
HOULIHAN CAPITAL, LLC

CRD#: 156028 / SEC#: , 8-68762

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


Main Address
200 W. Madison Street, Suite 2150, Chicago, IL 60606
Mailing Address
200 W. Madison Street, Suite 2150, Chicago, IL 60606
Phone number
(312) 450-8600
Established
Nevada since 08/06/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HOULIHAN CAPITAL HOLDINGSOWNER
CHAFFEE, SAMUEL J.CCO7501931
SMITH, ANDREW DAVIDPRESIDENT2433015

Disclosures


Regulatory Event2

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


HOULIHAN CAPITAL, LLC

CRD#: 156028Chicago, IL 60606

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