EF
Elijah D. Freeman
MACH-1 FINANCIAL GROUP
Rogers, AR 72758
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CRD#: 7441334
EF
Professional summary
Elijah David Freeman, who also goes by Eli David Freeman, is a registered financial advisor currently at MACH-1 FINANCIAL GROUP, LLC located in Rogers, Arkansas.
Elijah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Elijah has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eli David Freeman
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.
Licensed insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Elijah David Freeman'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
January 5, 2022 - Present
MACH-1 FINANCIAL GROUP, LLC
Office #1: 1001 S. 52nd Street Suite 100, Rogers, AR 72758RIA
CRD#: 298195
Rogers, AR
Past
October 8, 2021 - November 24, 2021
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bentonville, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, INC. | MACKEY INVESTMENT GROUP | MACH-1 FINANCIAL GROUP, LLC
CRD#: 298195 / SEC#: 801-118093
RIA
Registered Investment Advisory firm - (2/14/2020 Approved)Arkansas
Registered Investment Advisory firm - (2/18/2020 Terminated)Louisiana
Registered Investment Advisory firm - (2/18/2020 Terminated)Missouri
Registered Investment Advisory firm - (2/18/2020 Terminated)Oklahoma
Registered Investment Advisory firm - (2/18/2020 Terminated)Texas
Registered Investment Advisory firm - (2/18/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(1/5/2022)
IAR
Texas(9/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/8/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
MF
MACH-1 FINANCIAL GROUP, LLC
MACH-1 FINANCIAL GROUP, INC. | MACKEY INVESTMENT GROUP | MACH-1 FINANCIAL GROUP, LLC
CRD#: 298195 / SEC#: 801-118093
RIA
Registered Investment Advisory firm - (2/14/2020 Approved)Arkansas
Registered Investment Advisory firm - (2/18/2020 Terminated)Louisiana
Registered Investment Advisory firm - (2/18/2020 Terminated)Missouri
Registered Investment Advisory firm - (2/18/2020 Terminated)Oklahoma
Registered Investment Advisory firm - (2/18/2020 Terminated)Texas
Registered Investment Advisory firm - (2/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1001 S. 52nd Street Suite 100, Rogers, AR 72758
Mailing Address
Phone number
(479) 876-2100
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,719 |
| AUM (Assets Under Management) | $ 416,888,563 |
Red Flags
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