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MS

Mark J. Spinello

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CRD#: 723719
MS

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.

Mark Joseph Spinello was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1981. Mark had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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

February 26, 1999 - June 26, 2015

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

January 25, 1991 - December 31, 1993

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
PALM BEACH GARDENS, FL
Past

August 25, 1989 - March 16, 1999

LEGEND INVESTMENT MANAGEMENT INC.

BD
CRD#: 14454
PALM BEACH GARDENS, FL
Past

September 6, 1985 - August 12, 1989

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

August 2, 1982 - November 13, 1985

WEH FINANCIAL, INC.

BD
CRD#: 10649
Past

February 17, 1981 - August 10, 1982

AMERICAN BIRTHRIGHT TRUST MANAGEMENT, INC.

BD
CRD#: 1060

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
IAR
Series 65
Date: 6/6/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LE
LEGEND EQUITIES CORPORATION
LEGEND EQUITIES CORPORATION | THE LEGEND GROUP'S PROFESSIONAL ATHLETES RETIREMENT SERVICES | THE LEGEND GROUP'S PROFESSIONAL ATHLETES FINANCIAL SERVICES | THE LEGEND GROUP

CRD#: 30999 / SEC#: , 8-45286

BD
Terminated by SEC on 03/14/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/04/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEGEND GROUP HOLDINGS, LLCDIRECT OWNER
ANTONIADES, ADAM NICHOLASDIRECTOR2261744
BONNEAU, CATHERINE MCCORMACKDIRECTOR2899706
GINGRICH, MIRALDAVICE PRESIDENT1985431
GRIFFEY, ENA MARIAFINOP4460199
HALEY, BRIAN JOSEPHCHIEF COMPLIANCE OFFICER4361815
MEHROTRA, SHASHIDIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT2640875
RUDNICK, REGINA MARYVICE PRESIDENT2373530
SHELSON, MARK PAULTREASURER1819252

Disclosures


Regulatory Event6
Arbitration1

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


LEGEND EQUITIES CORPORATION

CRD#: 30999

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