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JC

Joseph L. Castellano

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CRD#: 1158479
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.

Joseph Louis Castellano was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1995. Joseph had worked at 10 firms and has passed the Series 63, Series 55, Series 7 and Series 24 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

February 13, 2009 - July 8, 2013

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

August 13, 2008 - October 22, 2008

ANDREW GARRETT INC.

BD
CRD#: 29931
NEW YORK, NY
Past

March 22, 2006 - August 18, 2008

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

October 18, 2005 - March 27, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

August 27, 2003 - October 7, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

November 27, 2002 - September 5, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

October 12, 2000 - March 13, 2002

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

March 31, 1998 - October 5, 2000

BROCKINGTON SECURITIES, INC.

BD
CRD#: 37438
RONKONKOMA, NY
Past

March 11, 1996 - March 9, 1998

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

November 8, 1995 - February 29, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL

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: 1/22/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/7/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JT
JOHN THOMAS FINANCIAL
GOTHAM LAWRENCE CORPORATION | LAWRENCE MARKETING, INC. | JOHN THOMAS FINANCIAL

CRD#: 40982 / SEC#: , 8-49254

BD
Terminated by SEC on 09/06/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/1996
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CASTELLANO, JOSEPH LOUISCHIEF COMPLIANCE OFFICER1158479

Disclosures


Regulatory Event11
Arbitration18

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


JOHN THOMAS FINANCIAL

CRD#: 40982

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