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Inobat Karras

Some features on this profile are disabled
CRD#: 7836643
IK

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.

Inobat Karras was a registered financial professional .

Inobat is a previously registered financial professional and started their career in finance in 2023. Inobat had worked at 3 firms and has passed the Series 7TO and SIE 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.
1) 4/1/2023; Mack & Co. Partners, LP; Dallas, TX; Managing Director, Head of Direct Investments; 160 hours per month with 120 hours per month during securities trading (business) hours.; Mack & Co Partners, LP is an investment adviser registered with the Texas State Securities Board. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners and its services at http://www.adviserinfor.sec.gov/IAPD. Investment Related. 2) M&Co. Securities LLC; Investment-Related; Dallas, TX; Broker Dealer; Registered Representative; 2/2025; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time.

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

March 4, 2025 - June 17, 2025

M&CO. SECURITIES LLC

BD
CRD#: 332390
NEW HOPE, PA
Past

August 28, 2024 - February 7, 2025

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

December 1, 2023 - June 17, 2025

MACK & CO. PARTNERS, LP

RIA
CRD#: 324218
Dallas, TX

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

General Industry/Product Exam
RR
Series 7TO
Date: 8/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/21/2024
Securities Industry Essentials Examination

Current Firm

MS
M&CO. SECURITIES LLC
M&CO. SECURITIES LLC

CRD#: 332390 / SEC#: , 8-71260

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

Main Address
457 Lurgan Road, New Hope, PA 18938
Mailing Address
457 Lurgan Road, New Hope, PA 18938
Phone number
(945) 293-6410
Established
Delaware since 06/14/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MACK & CO., LLCMEMBER
JAFARNIA, KAMAL (NMN)DESIGNATED PRINCIPAL2890436
ZACK, RICHARD LEWISCEO/MANAGER/CCO/CFO/FINOP/AML OFFICER/PFO/POO2651386

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

M&CO. SECURITIES LLC

CRD#: 332390

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