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Byron R. Marshall

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CRD#: 708063
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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.

Byron Richard Marshall was a registered financial professional .

Byron is a previously registered financial professional and started their career in finance in 1980. Byron had worked at 13 firms and has passed the Series 63, Series 55, Series 3 and Series 7 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)


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

June 16, 2000 - October 1, 2003

TITLE SECURITIES, INC.

BD
CRD#: 30057
CHICAGO, IL
Past

April 30, 1999 - May 26, 2000

ROTHSCHILD INVESTMENT LLC

BD
CRD#: 728
CHICAGO, IL
Past

December 13, 1996 - December 24, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

February 22, 1996 - November 14, 1996

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

June 19, 1995 - January 23, 1996

MADISON SECURITIES, INC.

BD
CRD#: 32176
CHICAGO, IL
Past

May 2, 1995 - June 14, 1995

LEXINGTON SECURITIES, INC.

BD
CRD#: 13102
CHICAGO, IL
Past

February 26, 1993 - April 24, 1995

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

February 8, 1991 - February 23, 1993

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

March 4, 1988 - February 14, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

April 9, 1984 - March 9, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

October 6, 1982 - August 20, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 1, 1981 - October 1, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

April 24, 1980 - July 14, 1981

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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: 1/24/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TS
TITLE SECURITIES, INC.
DIRECT ACCESS BROKERAGE SERVICES, INC. | TITLE SECURITIES, INC.

CRD#: 30057 / SEC#: , 8-33556

BD
Terminated by SEC on 01/06/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/13/1982
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TITLE BROKERAGE HOLDINGS CORPOWNER
CONLIN, JOHN FRANCIS IICCO1704085
CONLIN, JOHN FRANCIS IIPRESIDENT1704085
COYLE, TIMOTHY RICHARDCFO/FN1343486

Disclosures


Regulatory Event15

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


TITLE SECURITIES, INC.

CRD#: 30057

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