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MS

Mark A. Slovin

PALLADIUM CAPITAL GROUP
Ramat Beit Shemesh,
Some features on this profile are disabled
CRD#: 6786999
MS

Professional summary


Mark Adam Slovin, who also goes by Mordechai Eliezer Slovin, is a registered financial professional currently at PALLADIUM CAPITAL GROUP, LLC .

Mark is registered as a RR (Registered Representative) and started their career in finance in 2017. Mark has worked at 1 firm and has passed the Series 63, Series 82TO, SIE, Series 99, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mordechai Eliezer Slovin

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 Mark Adam Slovin's CRS (Customer Relationship Summary).
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

May 25, 2017 - Present

PALLADIUM CAPITAL GROUP, LLC

BD
CRD#: 129400
Ramat Beit Shemesh,

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
(7/20/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 7/20/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 12/12/2018
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99
Date: 5/25/2017
Operations Professional Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PC
PALLADIUM CAPITAL GROUP, LLC
PALLADIUM CAPITAL ADVISORS CORP. | PALLADIUM CAPITAL GROUP, LLC | PALLADIUM CAPITAL ADVISORS, LLC

CRD#: 129400 / SEC#: , 8-66223

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


Main Address
152 West 57th Floor 24, New York, NY 10019
Mailing Address
P O Box 5, Poolesville, MD 20837
Phone number
(617) 271-6736
Established
Delaware since 05/13/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
KURLAND, AKIVA JOSEPHMEMBER5366252
LAZARUS, MARILYN NMIMEMBER5447746
LAZARUS, NORMAN MICHAELMEMBER7172324
PADOWITZ, JOEL EUGENMEMBER4725316
MOCH, TAMARA ROSALIEMEMBER7172315
BUCKLEY, ANNE PAULCHIEF COMPLIANCE OFFICER1781079
MEDREZ, NATANPARTIAL OWNER4792730
PALLADIUM HOLDINGS, LLCPARTIAL OWNER
ROOZ, EFRAIMPARTIAL OWNER5823833
SLOVIN, MARK ADAMCHIEF FINANCIAL OFFICER AND FINOP6786999
WEINBERG, ILAN JOSHUAPARTIAL OWNER2354293

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


PALLADIUM CAPITAL GROUP, LLC

CRD#: 129400Ramat Beit Shemesh

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