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JM

Jeffrey W. Mendl

OTC LINK LLC
New York, NY 10282
Some features on this profile are disabled
CRD#: 5916147
JM

Professional summary


Jeffrey W Mendl is a registered financial professional currently at OTC LINK LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 56 and Series 24 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 Jeffrey W Mendl'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

January 11, 2019 - Present

OTC LINK LLC

Office #1: 300 Vesey Street (1 North End Ave) 12th Floor, New York, NY, 10282
BD
CRD#: 153944
New York, NY
Past

April 3, 2017 - January 8, 2019

JUSTLY MARKETS LLC

BD
CRD#: 159572
Wilmington, DE
Past

July 31, 2015 - January 5, 2017

NSX SECURITIES LLC

BD
CRD#: 141378
JERSEY CITY, NJ
Past

May 27, 2014 - March 18, 2015

CLEARPOOL EXECUTION SERVICES, LLC

BD
CRD#: 168490
New York, NY
Past

June 19, 2013 - March 18, 2015

WORLD-XECUTION STRATEGIES

BD
CRD#: 134645
NEW YORK, NY
Past

November 7, 2011 - November 7, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

May 13, 2011 - October 3, 2011

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
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
New York
(1/11/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 56
Date: 10/31/2011
Proprietary Trader Qualification Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


OL
OTC LINK LLC
OTC LINK LLC | PINK LINK ATS LLC

CRD#: 153944 / SEC#: , 8-68596

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


Main Address
300 Vesey Street (1 North End Ave) 12th Floor, New York, NY, 10282
Mailing Address
300 Vesey Street (1 North End Ave) 12th Floor, New York, NY, 10282
Phone number
(212) 896-4483
Established
Delaware since 04/15/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OTC MARKETS GROUP INC.OWNER, MEMBER
JIN, YONGXIANGFINOP6096866
MELLON, JOHN FRANCISCCO4167767
MODESKI, MICHAEL RICHARDPRESIDENT2642602

Disclosures


Regulatory Event1

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


OTC LINK LLC

CRD#: 153944New York, NY 10282

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