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JK

John W. Kirby

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CRD#: 1191067
JK

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 William Kirby, who also goes by John William Kirby, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 8 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John William Kirby

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 9, 2011 - February 28, 2013

WEDGE SECURITIES, LLC

BD
CRD#: 126776
NEW YORK, NY
Past

October 20, 2008 - January 3, 2011

ABEL/NOSER CORP.

BD
CRD#: 7537
NEW YORK, NY
Past

February 23, 2007 - October 17, 2008

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
GARDEN CITY, NY
Past

June 26, 2002 - March 6, 2007

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
NEW YORK, NY
Past

October 1, 1997 - May 28, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

November 28, 1995 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

July 14, 1989 - October 25, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 22, 1984 - July 18, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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: 12/18/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/19/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


WS
WEDGE SECURITIES, LLC
GERONIMO PARTNERS, LLC | WEDGE SECURITIES, LLC

CRD#: 126776 / SEC#: , 8-65911

BD
Terminated by SEC on 05/24/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/04/2003
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WEDGE PARTNERS CORPORATIONPARENT
ADAMS, KIRK JOHNCEO2906609
ADAMS, KIRK JOHNPRINCIPAL2906609
CYESTER, KATHRYN ANNCHIEF COMPLIANCE OFFICER, REGISTERED PRINCIPAL2731678
MATHISON, MATTHEW ROBERTPRINCIPAL4357383
NICKELS, TERRY MFINOP2531560
NICKELS, TERRY MCOO2531560

Disclosures


Regulatory Event1

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


WEDGE SECURITIES, LLC

CRD#: 126776

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