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JC

John E. Coyle

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CRD#: 1150220
JC

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 Coyle, who also goes by John E Coyle, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 7 firms and has passed the Series 63, SIE and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John E Coyle

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 2, 2004 - October 1, 2015

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PORTLAND, OR
Past

December 6, 2001 - July 13, 2004

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

October 5, 1992 - November 1, 2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 5, 1992 - November 1, 2001

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

September 4, 1985 - October 7, 1992

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

January 18, 1985 - September 20, 1985

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

June 19, 1983 - April 1, 1986

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256

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: 7/22/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 2/28/1980
Non-Member General Securities Examination

Current Firm


LE
LEGEND EQUITIES CORPORATION
LEGEND EQUITIES CORPORATION | THE LEGEND GROUP'S PROFESSIONAL ATHLETES RETIREMENT SERVICES | THE LEGEND GROUP'S PROFESSIONAL ATHLETES FINANCIAL SERVICES | THE LEGEND GROUP

CRD#: 30999 / SEC#: , 8-45286

BD
Terminated by SEC on 03/14/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/04/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEGEND GROUP HOLDINGS, LLCDIRECT OWNER
ANTONIADES, ADAM NICHOLASDIRECTOR2261744
BONNEAU, CATHERINE MCCORMACKDIRECTOR2899706
GINGRICH, MIRALDAVICE PRESIDENT1985431
GRIFFEY, ENA MARIAFINOP4460199
HALEY, BRIAN JOSEPHCHIEF COMPLIANCE OFFICER4361815
MEHROTRA, SHASHIDIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT2640875
RUDNICK, REGINA MARYVICE PRESIDENT2373530
SHELSON, MARK PAULTREASURER1819252

Disclosures


Regulatory Event6
Arbitration1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGEND EQUITIES CORPORATION

CRD#: 30999

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