Orville T. Mccormac
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.
Orville Theodore Mccormac was a registered financial professional .
Orville is a previously registered financial professional and started their career in finance in 1977. Orville had worked at 10 firms and has passed the Series 63, Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 30, 2009 - December 11, 2012
LONGBOAT KEY FINANCIAL GROUP, LLC
June 17, 2009 - December 31, 2010
LONGBOAT KEY FINANCIAL GROUP, LLC
September 7, 2006 - April 22, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 29, 2006 - April 22, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 19, 2005 - August 30, 2006
RAYMOND JAMES & ASSOCIATES, INC.
May 4, 2005 - August 30, 2006
RAYMOND JAMES & ASSOCIATES, INC.
November 5, 2004 - May 5, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 20, 2004 - May 5, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 29, 2002 - October 14, 2004
OSAIC FA, INC.
October 28, 2002 - October 14, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
October 28, 2002 - October 14, 2004
OSAIC FA, INC.
March 7, 2002 - July 9, 2002
MML INVESTORS SERVICES, LLC
March 28, 2001 - October 31, 2001
CINCINNATI ANALYSTS, INC.
October 25, 1983 - January 17, 1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
February 19, 1981 - February 9, 1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
September 21, 1978 - October 5, 1982
FINANCIAL AMERICA SECURITIES, INC.
March 1, 1977 - October 22, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LONGBOAT KEY FINANCIAL GROUP, LLC
CRD#: 138830 / SEC#: 801-67197
Contact information
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.
