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MT

Michael J. Tario

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CRD#: 816192
MT

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.

Michael John Tario was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1974. Michael had worked at 17 firms and has passed the Series 63, Series 5, Series 1, Series 14, Series 24, Series 12 and Series 4 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

November 19, 2009 - January 4, 2011

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

April 1, 2008 - January 8, 2010

DASH FINANCIAL TECHNOLOGIES LLC

BD
CRD#: 104031
CHICAGO, IL
Past

March 5, 2008 - April 1, 2008

PETRA TRADING GROUP LLC

BD
CRD#: 131347
ST. CHARLES, IL
Past

March 30, 2007 - September 24, 2007

FM PARTNERS HOLDINGS LLC

BD
CRD#: 134736
NEW YORK, NY
Past

June 2, 2004 - March 6, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 1, 2001 - September 4, 2003

BNY CLEARING SERVICES LLC

BD
CRD#: 15879
MILWAUKEE, WI
Past

July 22, 1994 - January 1, 2001

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

September 2, 1993 - April 28, 1994

LIT CLEARING SERVICES, INC.

BD
CRD#: 33997
Past

March 29, 1989 - August 31, 1992

LASHCO, INC.

BD
CRD#: 15982
CHICAGO, IL
Past

September 6, 1985 - June 17, 1988

TRANSACTION SERVICES INC.

BD
CRD#: 16034
Past

February 19, 1983 - August 24, 1988

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
Past

July 29, 1980 - October 16, 1985

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
Past

June 7, 1978 - June 30, 1980

THE CHICAGO CORPORATION

BD
CRD#: 1449
Past

December 9, 1975 - April 11, 1976

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

December 9, 1975 - April 11, 1976

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

December 9, 1975 - April 11, 1976

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

August 12, 1974 - August 12, 1977

BECKER SECURITIES INCORPORATED

BD
CRD#: 6796

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: 11/26/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/22/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 12/5/1975
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 11/25/1990
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 2/21/1981
NYSE Branch Manager Examination
Principal/Supervisory Exam

Current Firm


CE
COWEN EXECUTION SERVICES LLC
BNY BROKERAGE INC. | ESI SECURITIES COMPANY | COWEN EXECUTION SERVICES LLC | CONVERGEX EXECUTION SOLUTIONS LLC | BNY ESI & CO., INC. | BNY CONVERGEX EXECUTION SOLUTIONS LLC | BNY BROKERAGE LLC

CRD#: 35693 / SEC#: 801-67167, 8-46838

BD
Terminated by SEC on 07/03/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/27/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CONVERGEX EXECUTION SOLUTIONS LLC (4/1/2013)

Direct owners and executive officers


NamePositionCRD#
COWEN EXECUTION HOLDCOMEMBER
CHARNEY, DANIEL S.CHIEF EXECUTIVE OFFICER2158255
EADS, MARK BREGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL - ROSFP2942874
HOLMES, JOHNPRINCIPAL OPERATIONS OFFICER1281617
KAPLAN, GARY MITCHELLMUNICIPAL PRINCIPAL
LUPKIN, IRA ADAMPRINCIPAL FINANCIAL OFFICER4463446
MESSINGER, LINDA LOUISECHIEF COMPLIANCE OFFICER2561401

Disclosures


Regulatory Event29

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


COWEN EXECUTION SERVICES LLC

CRD#: 35693

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