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Michael Burleigh

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CRD#: 6748013
MB

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 Burleigh, who also goes by Michael Greene Burleigh, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Greene Burleigh

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

May 10, 2017 - April 2, 2018

CORONADO INVESTMENTS, LLC

BD
CRD#: 111992
RANCHO SANTA FE, CA
Past

February 16, 2017 - June 30, 2017

BERYL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 269959
San Diego, CA

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: 5/11/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CI
CORONADO INVESTMENTS, LLC
CORONADO INVESTMENTS, LLC

CRD#: 111992 / SEC#: , 8-53215

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


Main Address
17630 El Vuelo, Rancho Santa Fe, CA 92067
Mailing Address
Po Box 5005 - Pmb 147, Rancho Santa Fe, CA 92067
Phone number
(858) 342-3212
Established
Delaware since 11/09/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 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#
LITTLE, MITCHELL STUART IIPRINCIPAL/FINOPS1701341
ROVELL, ARNE RENEPRINCIPAL/OWNER/CCO4741660

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


CORONADO INVESTMENTS, LLC

CRD#: 111992

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