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SC

Samuel J. Conkright

MACQUARIE CAPITAL (USA)
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6976983
SC

Professional summary


Samuel James Conkright, who also goes by Sam Conkright, is a registered financial professional currently at MACQUARIE CAPITAL (USA) INC. located in Chicago, Illinois.

Samuel is registered as a RR (Registered Representative) and started their career in finance in 2018. Samuel has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sam Conkright

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 Samuel James Conkright'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

August 23, 2021 - Present

MACQUARIE CAPITAL (USA) INC.

Office #1: One North Wacker Drive, Chicago, IL 60606
BD
CRD#: 36368
Chicago, IL
Past

July 2, 2018 - July 9, 2019

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

BD
CRD#: 29540
CLEVELAND, OH

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
(10/25/2023)
RR
New York
(10/30/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MACQUARIE CAPITAL (USA) INC.
MACQUARIE CAPITAL (USA) INC. | MACQUARIE SECURITIES INC. | MACQUARIE SECURITIES (USA) INC. | MACQUARIE EQUITIES (U.S.A.) INC.

CRD#: 36368 / SEC#: , 8-47198

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


Main Address
660 5th Ave, New York, NY 10103
Mailing Address
660 5th Ave, New York, NY 10103
Phone number
(212) 231-1000
Established
Delaware since 03/01/1994
Firm type
Corporation
Fiscal year end
March
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MACQUARIE HOLDINGS (USA) INC.SHAREHOLDER
BACHTELER, TOBIASCO-CHIEF EXECUTIVE OFFICER4945558
CHAN, PAULINA MCHIEF COMPLIANCE OFFICER3211559
CONAHAN, JAMES SCHIEF FINANCIAL OFFICER/FINOP2538695
DE FREITAS, CARLOS ACHIEF OPERATING OFFICER4812920
FULTON, JANEEN KAYAML OFFICER3066508
VALENTINE, ROBERT GEOFFREYDIRECTOR5633577
VUOLO, JEREMY MURPHYCO-CHIEF EXECUTIVE OFFICER2798378

Disclosures


Regulatory Event4
Civil 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


MACQUARIE CAPITAL (USA) INC.

CRD#: 36368Chicago, IL 60606

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