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JW

John R. Willets

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CRD#: 1096386
JW

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 Randall Willets JR, who also goes by (jr) John Randall Willets, John Randall Jr Willets, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 5 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 8, Series 53, Series 4, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


(jr) John Randall Willets | John Randall Jr Willets

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 8, 1994 - April 20, 2009

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

March 13, 1992 - March 15, 1994

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

July 9, 1987 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
HAUPPAGUE, NY
Past

July 7, 1986 - September 17, 1986

CONCORD ASSETS SECURITIES, INC.

BD
CRD#: 10533
Past

March 19, 1984 - August 19, 1985

FIRST UNITED FUND,LTD.

BD
CRD#: 14426
Past

June 15, 1983 - August 24, 1983

"SHAREAMERICA"

BD
CRD#: 13234

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
IAR
Series 65
Date: 2/18/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 5/20/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/1/1987
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SANDGRAIN SECURITIES LLC
SANDGRAIN SECURITIES LLC | SANDGRAIN SECURITIES, INC.

CRD#: 26004 / SEC#: , 8-42262

BD
Terminated by SEC on 09/27/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 12/31/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KRH AQUISITION LLCSHAREHOLDER
RAFFERTY HOLDINGS LLCSHAREHOLDER
HAY, KATHLEEN RAFFERTYPRESIDENT, CEO5045127
NAPOLITANO, ANTHONY FRIEDCHIEF COMPLIANCE OFFICER
SPRAGUE, STEPHEN PACKARDFINOP2516579

Disclosures


Regulatory Event2
Arbitration1

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


SANDGRAIN SECURITIES LLC

CRD#: 26004

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