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Marathon Mission, Inc. CRD 288654
$177M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
930 Albany Shaker Road Ste 105 B, Latham, NY 12110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-08 |
| TX | RA | APPROVED | 2017-08-08 |
Branch Locations
930 Albany Shaker Road Ste 105 B, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Albany | NY | 01/2002 | 08/2017 |
| Raymond James Financial Services Advisors, Inc | Albany | NY | 01/2009 | 08/2017 |
| Marathon Mission, Inc. | Albany | NY | 01/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-07 |
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