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JB

John E. Bobzien

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CRD#: 1091458
JB

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 Edward Bobzien was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 22 exams.

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

July 27, 2015 - January 6, 2017

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

September 29, 2011 - October 29, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 2, 2010 - June 1, 2011

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

January 31, 1997 - June 2, 2010

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

May 24, 1995 - November 19, 1996

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

April 14, 1993 - May 4, 1995

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

May 5, 1992 - April 14, 1993

PHOENIX SECURITIES, INC.

BD
CRD#: 10507
SAN RAFAEL, CA
Past

April 1, 1991 - March 11, 1992

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 1, 1991 - March 11, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 9, 1989 - December 11, 1993

PEGASUS SECURITIES CORPORATION

BD
CRD#: 23132
SAN FRANCISCO, CA
Past

November 3, 1987 - August 8, 1988

CIS INVESTMENT CORPORATION

BD
CRD#: 16503
Past

December 16, 1986 - September 18, 1987

AMERICAN FINANCE GROUP SECURITIES CORP.

BD
CRD#: 16233
Past

February 19, 1986 - October 22, 1986

APACHE PROGRAMS, INC.

BD
CRD#: 50
Past

August 22, 1984 - November 26, 1985

LGS SECURITIES, INC.

BD
CRD#: 11186

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: 2/27/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CCO CAPITAL, LLC
CCO CAPITAL, LLC | COLE CAPITAL CORPORATION

CRD#: 31147 / SEC#: , 8-45375

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


Main Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Mailing Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Phone number
(602) 778-6312
Established
Delaware since 02/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CCO CAPITAL HOLDINGS, LLCOWNER
BECERRIL, CRYSTAL LFINOP7037197
BECERRIL, CRYSTAL LPRINCIPAL OPERATIONS OFFICER7037197
BECERRIL, CRYSTAL LPRINCIPAL FINANCIAL OFFICER7037197
DEMBO, JORDANSECRETARY7408267
SOMERS, AARON GEORGEDEPUTY CHIEF COMPLIANCE OFFICER3145910
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER4612910
VANDE KROL, EMILY LPRESIDENT5595099

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


CCO CAPITAL, LLC

CRD#: 31147

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