MH
Mark C. Holliday
TRIPLETREE
Minneapolis, MN 55437
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CRD#: 6875575
MH
Professional summary
Mark Clancy Holliday is a registered financial professional currently at TRIPLETREE, LLC located in Minneapolis, Minnesota.
Mark is registered as a RR (Registered Representative) and started their career in finance in 2022. Mark has worked at 1 firm and has passed the Series 79TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Mark Clancy Holliday'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®
NoneExperience
Current
April 4, 2022 - Present
TRIPLETREE, LLC
Office #1: 8200 Normandale Lake Blvd 7th Floor, Minneapolis, MN 55437BD
CRD#: 42820
Minneapolis, MN
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 79TO
Date: 4/4/2022
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRIPLETREE, LLC
CHERRY TREE & CO., LLC | TRIPLETREE, LLC
CRD#: 42820 / SEC#: , 8-50015
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437
Mailing Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437
Phone number
(952) 223-8400
Established
Minnesota since 01/13/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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