AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MG

Mark L. Gladstone

Some features on this profile are disabled
CRD#: 826677
MG

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 L Gladstone, who also goes by Mark Gladstone, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1975. Mark had worked at 19 firms and has passed the Series 63, SIE, Series 55, PC, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Gladstone

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

May 31, 2013 - December 31, 2015

TRADINGBLOCK

BD
CRD#: 128605
CHICAGO, IL
Past

June 18, 2012 - May 1, 2013

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

September 12, 2011 - February 1, 2013

LEGEND TRADING, LLC

BD
CRD#: 150567
NEW YORK, NY
Past

May 10, 2011 - August 2, 2011

DIMENSION TRADING GROUP, LLC

BD
CRD#: 147929
NEW YORK, NY
Past

March 19, 2009 - December 6, 2010

MAY CAPITAL GROUP, L.L.C.

BD
CRD#: 37081
NEW YORK, NY
Past

January 12, 2006 - August 15, 2007

TRANSCEND CAPITAL

BD
CRD#: 104483
AUSTIN, TX
Past

May 5, 2003 - November 16, 2005

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

June 24, 1998 - May 8, 2003

BEECH HILL SECURITIES, INC.

BD
CRD#: 24771
NEW YORK, NY
Past

February 21, 1995 - July 2, 1998

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

August 12, 1994 - February 9, 1995

MERCER SECURITIES, LTD.

BD
CRD#: 30903
Past

June 26, 1990 - September 2, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 22, 1989 - June 12, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 25, 1987 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

April 23, 1984 - April 20, 1987

BRADLEY HUMMEL & CO. INC.

BD
CRD#: 14480
Past

December 2, 1982 - March 27, 1984

ROONEY, PACE INC.

BD
CRD#: 6218
Past

July 1, 1982 - December 20, 1982

MARSAN SECURITIES CO., INC.

BD
CRD#: 7716
Past

May 26, 1982 - June 16, 1982

MARSAN SECURITIES CO., INC.

BD
CRD#: 7716
Past

January 6, 1982 - May 14, 1982

ROONEY, PACE INC.

BD
CRD#: 6218
Past

January 6, 1977 - September 14, 1981

JOHN MUIR & CO.

BD
CRD#: 2837
Past

September 1, 1976 - February 22, 1977

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

November 17, 1975 - May 30, 1976

PERSONAL ECONOMICS SECURITIES CORPORATION

BD
CRD#: 6862

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: 12/1/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
PC
Date: 12/18/1990
AMEX Put and Call Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/13/1975
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TR
TRADINGBLOCK
AOS, INC. | TUBREAUXS WEALTH & LEGACY SOLUTIONS | TRADINGBLOCK | TRADING BLOCK | THE CUSICK GROUP | SHEIKH INVESTMENTS | MYIPO | MONEYBLOCK ASSET MANAGEMENT | MONEYBLOCK | MIDWEST CAPITAL RESOURCES, INC. | AOS, INC. DBA MONEYBLOCK

CRD#: 128605 / SEC#: , 8-66163

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
311 S. Wacker Dr., Ste 1775 Ste 650, Chicago, IL 60606
Mailing Address
311 S. Wacker Dr., Ste 1775, Chicago, IL 60606
Phone number
(312) 253-0385
Established
Illinois since 06/02/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CAMBRIA HOLDINGS INC.OWNER
HEFFERNAN, THOMAS ROBERTVP5538731
HOEH, PHILLIP JOHNCCO2231877
MARTINO, GARY ANTHONYVP1458334
OGILVIE, DONAL SHANNONCOO2863275
VANDERHOOF, JOEL MICHAELPRESIDENT - INVESTMENT BANKING4152196
WALLACE, ROBERT DIRLAMCFO4606185
WICKERT, JERE THOMASCEO AND PRESIDENT2079719

Disclosures


Regulatory Event9
Arbitration3

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


TRADINGBLOCK

CRD#: 128605

TRUST BUT VERIFY

Monitor Mark Gladstone

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics