AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JL

John E. Laprade

Some features on this profile are disabled
CRD#: 1092218
JL

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 Laprade, who also goes by John E Laprade, John Edward Larrade, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John E Laprade | John Edward Larrade

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 9, 2011 - October 15, 2013

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
CAMBRIDGE, MA
Past

October 15, 2001 - September 30, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ENFIELD, CT
Past

October 13, 2000 - July 10, 2007

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
ENFIELD, CT
Past

October 23, 1997 - May 12, 2000

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

June 6, 1997 - October 28, 1997

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 3, 1983 - June 19, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 9/16/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DC
DAVINCI CAPITAL MANAGEMENT, INC.
DAVINCI CAPITAL MANAGEMENT INC. | DAVINCI CAPITAL MANAGEMENT, INC.

CRD#: 46897 / SEC#: 801-56514, 8-51580

RIA
Registered Investment Advisory firm - SEC (1/30/2009 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (11/21/2017 Terminated)
Maine
Registered Investment Advisory firm - SEC (11/12/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/8/2008 Approved)
New Hampshire
Registered Investment Advisory firm - SEC (6/10/2009 Approved)
New Jersey
Registered Investment Advisory firm - SEC (12/17/2024 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (11/21/2017 Terminated)
Texas
Registered Investment Advisory firm - SEC (3/29/2024 Conditional Restricted)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
801 Cambridge St., Cambridge, MA 02141
Mailing Address
801 Cambridge St., Cambridge, MA 02141
Phone number
(617) 354-3222
Established
Delaware since 12/15/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (12 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
AIRGEAD, LLCHOLDING COMPANY
MCGOWAN, ROBERT FRANCISAML SUPERVISOR1733686
MCSWEENEY, JAMES JOSEPHPRESIDENT/BRANCH OFFICE SUPERVISOR/EX. REP.1620191
SEMPRUCCI, GREGG PATRICKMUNI PRINCIPAL/CCO1854392
SERRA, CARL ANTHONY IIIFINOP3179039

Regulatory assets under management


Total Number of Accounts85
AUM (Assets Under Management)$ 40,216,551

Disclosures


Regulatory Event2

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


DAVINCI CAPITAL MANAGEMENT, INC.

CRD#: 46897

TRUST BUT VERIFY

Monitor John Laprade

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics