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JF

John L. Flood

EXCELSIOR EQUITIES
Denver, CO 80224
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CRD#: 1161629
JF

Professional summary


John Lawrence Flood is a registered financial professional currently at EXCELSIOR EQUITIES located in Denver, Colorado.

John is registered as a RR (Registered Representative) and started their career in finance in 1983. John has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, 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) - BD


Click below to view John Lawrence Flood's CRS (Customer Relationship Summary).

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


Current

February 11, 2021 - Present

EXCELSIOR EQUITIES

Office #1: 6795 East Tennessee Avenue Suite 210, Denver, CO 80224Office #2: 6795 East Tennessee Avenue Suite 210, Denver, CO 80224
BD
CRD#: 309158
Denver, CO
Past

August 23, 2002 - March 11, 2019

CRAIG-HALLUM CAPITAL GROUP LLC

BD
CRD#: 121395
MINNEAPOLIS, MN
Past

February 25, 1998 - May 23, 2002

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

October 7, 1997 - April 6, 1998

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

June 24, 1994 - October 8, 1997

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

July 17, 1989 - July 1, 1994

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

April 6, 1987 - July 18, 1989

MCCLEES INVESTMENTS, INC.

BD
CRD#: 18316
Past

September 13, 1985 - April 16, 1987

J.W. MCCLEES AND COMPANY, INC.

BD
CRD#: 5971
Past

June 15, 1984 - September 6, 1985

PAGEL INC.

BD
CRD#: 6007
Past

January 27, 1984 - June 7, 1984

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
Past

September 7, 1983 - January 18, 1984

SUBURBAN SECURITIES, INC.

BD
CRD#: 8543

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/26/2021)
RR
Colorado
(2/25/2021)
RR
Massachusetts
(6/24/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 8/22/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EE
EXCELSIOR EQUITIES
EXCELSIOR EQUITIES | EXCELSIOR EQUITIES, LLC

CRD#: 309158 / SEC#: , 8-70533

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


Main Address
6795 East Tennessee Avenue Suite 210, Denver, MN 80224
Mailing Address
6795 East Tennessee Avenue Suite 210, Denver, MN 80224
Phone number
(612) 202-7677
Established
Colorado since 12/23/2019
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FLOOD, JOHN LAWRENCECEO/OWNER AND CHIEF COMPLIANCE OFFICER1161629
REGAN, MICHAEL JOHNPARTNER
DRAGOS, STEPHEN MARTINDIRECTOR OF TRADING1700070
RIP, OLGAFINOP5440553

Red Flags


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

Company Information


EXCELSIOR EQUITIES

CRD#: 309158Denver, CO 80224

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