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JG

John J. Gorman

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CRD#: 1070636
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Joseph Gorman IV, who also goes by John Joseph Gorman, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Joseph Gorman

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

September 3, 2015 - December 3, 2015

LPS CAPITAL LLC

BD
CRD#: 155246
Austin, TX
Past

February 20, 2015 - July 11, 2015

ODEON CAPITAL GROUP LLC

BD
CRD#: 148493
Austin, TX
Past

May 16, 1995 - August 26, 2013

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
AUSTIN, TX
Past

July 20, 1988 - April 24, 1995

APS FINANCIAL CORPORATION

BD
CRD#: 10033
AUSTIN, TX
Past

August 22, 1987 - December 24, 1987

DOVER GROUP, INC.

BD
CRD#: 16809
Past

October 23, 1985 - July 21, 1987

LANDMARK INVESTMENTS, INC.

BD
CRD#: 7041
Past

March 14, 1985 - July 5, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

December 1, 1983 - January 17, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 21, 1982 - December 28, 1983

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 4035

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: 10/20/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/30/1995
General Securities Principal Examination

Current Firm


LC
LPS CAPITAL LLC
DISCOUNT MUNICIPAL BOND CORP. | TORREY PINES WEALTH MANAGEMENT, INC. | LPS PARTNERS INC. | LPS CAPITAL LLC

CRD#: 155246 / SEC#: , 8-68706

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
600 Lexington Avenue Suite 502, New York, NY 10022
Mailing Address
600 Lexinggton Avenue Suite 502, New York, NY 10022
Phone number
(212) 441-3810
Established
California since 05/18/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
LPS PARTNERS LLCOWNER
MEENAN, MICHAEL JSUPERVISING PRINCIPAL5368683
TARLETON, JOHN WILLIAMPRESIDENT, CCO, FINOP1631047

Disclosures


Regulatory Event1

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


LPS CAPITAL LLC

CRD#: 155246

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