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MS

Michael J. Schunk

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CRD#: 732595
MS

Professional summary


Michael Joseph Schunk was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael Joseph Schunk was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1981. Michael had worked at 17 firms and has passed the Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53, Series 27 and Series 24 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

October 29, 2008 - December 18, 2009

SOUTHRIDGE INVESTMENT GROUP LLC

BD
CRD#: 45531
FAIRFIELD, CT
Past

June 23, 2004 - December 2, 2005

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

February 13, 2004 - December 19, 2022

NYPPEX, LLC

BD
CRD#: 47654
RYE BROOK, NY
Past

January 23, 2004 - September 1, 2009

KUHNS BROTHERS SECURITIES CORPORATION

BD
CRD#: 47331
LAKEVILLE, CT
Past

July 31, 2003 - May 12, 2015

COMMERCE ONE FINANCIAL INC.

BD
CRD#: 100340
UNIONDALE, NY
Past

February 26, 2002 - December 31, 2010

LANE CAPITAL MARKETS LLC

BD
CRD#: 115358
FAIRFIELD, CT
Past

January 29, 2002 - September 24, 2008

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
SOUTHPORT, CT
Past

July 21, 1999 - January 28, 2000

EGS SECURITIES CORP.

BD
CRD#: 28347
NEW YORK, NY
Past

July 15, 1999 - June 14, 2002

WESTPORT PARTNERS LTD

BD
CRD#: 46134
SOUTHPORT, CT
Past

May 17, 1995 - December 14, 1995

BG CAPITAL, INC.

BD
CRD#: 31069
SYOSSET, NY
Past

May 8, 1989 - July 30, 1999

FIRST WESTCHESTER SECURITIES

BD
CRD#: 23484
SOMERS, NY
Past

May 12, 1986 - May 31, 1989

WILLIAM M. CADDEN & CO., INC.

BD
CRD#: 16363
Past

October 23, 1985 - November 5, 1985

PALICO LLC

BD
CRD#: 15960
Past

July 23, 1985 - April 19, 1986

VINCENT, THOMAS & ASSOCIATES, INC.

BD
CRD#: 14786
Past

July 7, 1983 - July 31, 1985

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

May 27, 1982 - June 29, 1983

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

June 23, 1981 - June 5, 1982

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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: 2/1/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SI
SOUTHRIDGE INVESTMENT GROUP LLC
GREENFIELD CAPITAL PARTNERS LLC | SOUTHRIDGE INVESTMENT GROUP LLC

CRD#: 45531 / SEC#: , 8-51079

BD
Terminated by SEC on 11/22/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/25/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTHRIDGE (NY) LLCMEMBER
SARGENT, HENRY BARRYCHIEF COMPLIANCE OFFICER

Disclosures


Regulatory Event1
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


SOUTHRIDGE INVESTMENT GROUP LLC

CRD#: 45531

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