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John S. Simoncic

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CRD#: 1062932
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Professional summary


John Scott Simoncic was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, John had worked at 11 firms, which includes FINANCIAL WEST GROUP, SECURITIES AMERICA INC., LPS CAPITAL LLC, TORREY PINES SECURITIES INC., MISSION SECURITIES CORPORATION, CENTEX SECURITIES INCORPORATED, FORTRESS FINANCIAL GROUP LTD., PACIFIC CORTEZ SECURITIES INCORPORATED, J. W. GANT & ASSOCIATES INC., CHATFIELD DEAN & CO. INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 29, 2014 - November 28, 2016

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

October 11, 2012 - January 8, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SOLANA BEACH, CA
Past

March 12, 2012 - March 29, 2012

LPS CAPITAL LLC

BD
CRD#: 155246
SAN MARCOS, CA
Past

November 17, 2011 - October 11, 2012

FINANCIAL WEST GROUP

BD
CRD#: 16668
SAN DIEGO, CA
Past

March 15, 2010 - November 21, 2011

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

May 11, 2007 - August 13, 2008

MISSION SECURITIES CORPORATION

BD
CRD#: 41779
SAN DIEGO, CA
Past

December 11, 2002 - August 7, 2006

MISSION SECURITIES CORPORATION

BD
CRD#: 41779
SAN DIEGO, CA
Past

August 13, 1998 - June 15, 2000

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

March 10, 1998 - August 7, 1998

FORTRESS FINANCIAL GROUP, LTD.

BD
CRD#: 42414
ISLE OF PALMS, SC
Past

January 21, 1997 - December 31, 1997

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

September 8, 1992 - January 20, 1997

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

March 23, 1992 - June 25, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

February 14, 1992 - February 28, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

September 23, 1982 - April 27, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/16/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 11/13/1992
National Commodity Futures Examination
Principal/Supervisory Exam

Current Firm


FW
FINANCIAL WEST GROUP
FINANCIAL WEST GROUP | TORREYA CAPITAL, A DIVISION OF FINANCIAL WEST GROUP | REEDLAND CAPITAL PARTNERS, AN INSTITUTIONAL DIVISION OF FWG | PACIFIC ASSET GROUP, INC. | GELLER BIOPHARM - A HEALTH CARE INVESTMENT BANKING DIVISION FWG | FINANCIAL WEST INVESTMENT GROUP, INC. DBA FINANCIAL WEST GROUP | FINANCIAL WEST INVESTMENT GROUP, INC.

CRD#: 16668 / SEC#: 801-57393, 8-34448

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
1330 Lander St., Reno, NV 89509
Mailing Address
Phone number
Established
California since 05/22/1985
Firm type
Corporation
Fiscal year end
September
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
PARADOX HOLDING, INC. A NEVADA CORPORATIONSHAREHOLDER
DOYLE, JACOB MICHAELVICE PRESIDENT6014279
HODGES, AL CLIFTONBOARD MEMBER6594701
VALENTINE, GENE CHARLESCHIEF COMPLIANCE OFFICER1079871
VALENTINE, GENE CHARLESCHAIRMAN/CEO/PRESIDENT1079871

Disclosures


Regulatory Event73
Arbitration7

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.

Company Information


FINANCIAL WEST GROUP

CRD#: 16668

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