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JT

John B. Thompson

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CRD#: 1178547
JT

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 Bellinger Thompson, who also goes by Jack Thompson, John Bellinger Thompson, 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, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Thompson | John Bellinger Thompson

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

April 16, 2012 - October 19, 2012

SITUS CAPITAL MANAGEMENT LLC

BD
CRD#: 159007
ATLANTA, GA
Past

August 25, 2010 - April 13, 2012

WESTON FINANCIAL SERVICES LLC

BD
CRD#: 117946
NEW YORK, NY
Past

July 5, 2002 - September 5, 2007

WESTON FINANCIAL SERVICES LLC

BD
CRD#: 117946
WESTPORT, CT
Past

December 21, 2001 - July 28, 2010

THE LINKS GROUP LLC

BD
CRD#: 114005
PLANDOME, NY
Past

January 5, 1989 - March 11, 2002

SANDLER, O'NEILL & PARTNERS, L.P.

BD
CRD#: 23328
NEW YORK, NY
Past

June 16, 1987 - September 22, 1988

CHASE SECURITIES, INC.

BD
CRD#: 10793
NEW YORK, MD
Past

July 30, 1985 - November 23, 1985

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

August 25, 1983 - July 18, 1985

ADVEST, INC.

BD
CRD#: 10

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: 8/24/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
SITUS CAPITAL MANAGEMENT LLC
SITUS CAPITAL MANAGEMENT LLC | TFO CAPITAL LLC

CRD#: 159007 / SEC#: , 8-68956

BD
Terminated by SEC on 10/02/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/11/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SITUS GROUP, LLCOWNER
BALTOVSKI, ALEXANDERFINANCIAL AND OPERATIONS PRINCIPAL2350828
DEGENNARO, MARKMANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER4175998

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


SITUS CAPITAL MANAGEMENT LLC

CRD#: 159007

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