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Detailed Report
MARK STEPHAN MCCURRY
MARK STEPHEN MCCURRY
CRD#: 1051014
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Investment Adviser
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Previous Broker
GENEVA PARTNERS, LLCCRD#: 130768 772 WEST MAIN STREET
SUITE 301
LAKE GENEVA, WI 53147
Registration History
198519901995200020052010201520202025IAGENEVA PARTNERS, LLC (CRD# 130768)2016 - Present (8 years)BSTERNE AGEE FINANCIAL SERVICES... (CRD# 18456)2014 - 2016 (1 year)BWRP INVESTMENTS, INC. (CRD# 7365)2003 - 2014 (11 years)BFFP SECURITIES, INC. (CRD# 16337)1994 - 2003 (9 years)BWALNUT STREET SECURITIES, INC. (CRD# 15840)1990 - 1994 (3 years)BBATES SECURITIES, INC. (CRD# 10759)1988 - 1990 (2 years)BTRAVELERS EQUITIES SALES, INC. (CRD# 833)1985 - 1988 (2 years)BWESTPORT FINANCIAL GROUP, INC. (CRD# 13048)1986 - 1987 (1 year)BWESTPORT FINANCIAL GROUP, INC. (CRD# 13048)1984 - 1986 (1 year)BPRUCO SECURITIES CORPORATION (CRD# 5685)1982 - 1983 (<1 year)IAGENEVA PARTNERS, LLC (CRD# 130768)2016 - 2017 (1 year)IASTERNE AGEE INVESTMENT ADVISOR... (CRD# 174182)2015 - 2016 (1 year)IASTERNE AGEE INVESTMENT ADVISOR... (CRD# 7365)2003 - 2015 (11 years)IAFFP ADVISORY SERVICES INC (CRD# 110778)1998 - 2003 (5 years)
License(s)

State Registrations

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Illinois 5/18/2016
Current Registration(s)
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GENEVA PARTNERS, LLC (CRD#:130768)
772 WEST MAIN STREET SUITE 301, LAKE GENEVA, WI 53147
Registered with this firm since 5/18/2016
Previous Registration(s)
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 05/18/2016 - 12/31/2017 GENEVA PARTNERS, LLC (CRD#:130768) Lake Geneva, WI
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 01/30/2015 - 05/05/2016 STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. (CRD#:174182) BIRMINGHAM, AL
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 09/12/2014 - 05/05/2016 STERNE AGEE FINANCIAL SERVICES, INC. (CRD#:18456) ABINGDON, IL
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 06/30/2003 - 01/30/2015 STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. (CRD#:7365) ABINGDON, IL
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 06/30/2003 - 09/12/2014 WRP INVESTMENTS, INC. (CRD#:7365) ABINGDON, IL
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 05/11/1998 - 07/10/2003 FFP ADVISORY SERVICES INC (CRD#:110778) ABINGDON, IL
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 07/20/1994 - 07/10/2003 FFP SECURITIES, INC. (CRD#:16337) CHESTERFIELD, MO
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 12/22/1990 - 07/19/1994 WALNUT STREET SECURITIES, INC. (CRD#:15840) EL SEGUNDO, CA
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 01/29/1988 - 10/23/1990 BATES SECURITIES, INC. (CRD#:10759) ROCKFORD, IL
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 11/21/1985 - 09/10/1988 TRAVELERS EQUITIES SALES, INC. (CRD#:833)
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 06/05/1986 - 12/22/1987 WESTPORT FINANCIAL GROUP, INC. (CRD#:13048)
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 10/26/1984 - 01/24/1986 WESTPORT FINANCIAL GROUP, INC. (CRD#:13048)
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 09/15/1982 - 04/19/1983 PRUCO SECURITIES CORPORATION (CRD#:5685)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.