Mary Kathryn Margolis

Current Employers

Employment History

• 09/2011 → Present
  Mbr Financial
  Houston, TX

Previous Registrations

• 2010-03-15 → 2013-10-01
  Fsc Securities Corporation
  Houston, TX
  Houston, TX
  Houston, TX
• 2005-07-05 → 2010-03-08
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 1996-06-13 → 2003-07-24
  Osaic Wealth, Inc.
  Houston, TX

Other Businesses

1. MDMT ENTERPRISES. OPI, YES, 3525 ALBANS HOUSTON, TX 77005, PARTNER, 2000, 1, 1, GENERAL PARTNER OF MDMT. THE LIMITED PARTNERSHIP WAS CREATED FOR INVESTMENT PURPOSES. 2. OLG RESOURCES, YES, 3525 ALBANS HOUSTON, TX 77005, PARTNER, 2000, 1, 1, AGENT OF RECORD FOR PURPOSES OF CORRESPONDENCE WITH THE IRS. I MANAGE THE INVESTMENTS WITHIN THE PARTNERSHIP. 3. MBR FINANCIAL, INSURANCE SALES, INVESTMENT RELATED, 2000 WEST LOOP SOUTH, SUITE 1510, HOUSTON TX, 03/2010,10 HRS, SALES AND SERVICE OF INSURANCE PRODUCTS. 4) MARGOLIS- CANINO FOUNDATION- OFFICER. PRIVATE FAMILY FOUNDATION. INVESTMENT IN PUBLICLY TRADED SECURITIES AND MUTUAL FUNDS. 1 HR/MO. 5) AV BAYOU PARK, LLC. OPI. 2013. PRIVATE ENTITY. 6) PKS FINANCIAL SERVICES; INVESTMENT RELATED 18 CORPORATE WOODS BLVD ALBANY, NY 12211; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 11/22/13

Exams

• S66 Uniform Combined State Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  1992-02-03

Designations

Other Names

• Mary Kathryn Banic
• Mary Banic Margolis