Application for Member Status

Applicant Name *

Please include your name as it appears in your TAN Association profile.

Email *

Address

Apt, suite, etc.

Country

City

State

Zip code

Phone

Sponsorship

Name of Sponsor #1 *

Sponsor #1 Place of Employment

Name of Sponsor #2 *

Sponsor #2 Place of Employment

Name of Sponsor #3 *

Sponsor #3 Place of Employment

Current Employment

Current Job Title / Position *

Start Date *

Please describe your job duties: *

Current Employer

Employer Address

Apt, suite, etc.

Country

City

State

Zip code

Employer Phone

Have you been continuously employed for a minimum of the past five years in a professional analytical or investment management capacity in which technical analysis is a primary input?

Yes

Note: This time period is automatically waived to three years for those who have completed the TAN Program.

Employment History

Most recent job title (excluding current position) *

Employer *

Start Date *

End Date *

Description of work performed: *

Please list any additional employment history within the last ten years, including dates and descriptions: *

Additional Work or Research

Upload any additional work or research you have done that you think may be relevant to obtaining Member Status. FILES MUST BE UNDER 5MB.

Professional Qualification

To effectively assess your qualifications for membership in the TAN Association, the Admissions Committee needs a thorough explanation of how you can practice and use technical analysis. Include examples of specific technical methodologies employed (such as pattern recognition, momentum, sentiment, etc.) If you publish internal or external written analysis, please describe in detail and, if possible, attach representative reports in the Employment History section above. Written material is very important to the Admissions Committee for their consideration of your application.

Summarize any professional duties and/or products in addition to, or other than, the above, including any and all non-technical analysis functions:

List membership in other investment-related organizations:

TAN Association History

Have you been a member or affiliate of the TAN Association in the past?

Yes

If yes, please list your last active year

Are you currently an affiliate in good standing of the TAN Association?

Yes

If you are not currently an affiliate and your application for member status is not approved at this time, will you accept affiliate status?

Yes

Have you passed the TAN Level 1 exam?

Yes

Have you passed the TAN Level 2 exam?

Yes

Have you passed the TAN Level 3 exam?

Yes

Are you an active CFA charterholder taking advantage of the TAN Level I waiver?

Yes

Regulatory History

Have you been convicted of a felony or misdemeanor within the last five years?

Yes

If "yes" please explain:

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At any time during the past five years, has your professional or business conduct (A) been complained about, or (B) been the subject of a proceeding of any nature (with or without formal hearing) to, in or by the SEC or the CFTC?

Yes

If "yes" please explain:

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Have you, or any member broker dealer or registered advisor with which you were associated, at any time had any permanent or temporary injunction entered against them?

Yes

If "yes" please explain:

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Have you at any time been associated with a member broker dealer or registered advisor or whose registration was denied or suspended or whose membership was revoked?

Yes

If "yes" please explain:

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Has your membership in any society of security analysts or similar group ever been denied, suspended or revoked?

Yes

If "yes" please explain:

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Additional comments you believe would be helpful to the CMT Admissions Committee in reviewing your application:

Additional Attachments

File Upload

Upload any additional work or research you have done that you think may be relevant to obtaining Member Status. FILES MUST BE UNDER 5MB.

Instructions