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JE

John P. Esposito

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CRD#: 1249657
JE

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 Peter Esposito, who also goes by Skate Pennystone, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Skate Pennystone

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

January 3, 2012 - November 15, 2017

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Westlake Village, CA
Past

January 3, 2011 - November 15, 2017

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Westlake Village, CA
Past

April 30, 1991 - January 3, 2011

FINANCIAL WEST GROUP

BD
CRD#: 16668
WESTLAKE VILLAGE, CA
Past

February 7, 1989 - April 30, 1991

FINANCIAL WEST INVESTMENT GROUP

BD
CRD#: 17869
Past

November 30, 1988 - February 14, 1989

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
Past

January 6, 1988 - November 21, 1988

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

June 16, 1986 - February 8, 1988

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

April 18, 1984 - June 20, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
IAR
Series 66
Date: 12/29/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WI
WESTERN INTERNATIONAL SECURITIES, INC.
WESTERN INTERNATIONAL SECURITIES | WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262 / SEC#: 801-68953, 8-48572

BD
Terminated by SEC on 10/11/2025
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Contact information


Main Address
70 South Lake Avenue Suite 700, Pasadena, CA 91101
Mailing Address
Phone number
(888) 793-7717
Established
Colorado since 04/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
407

FINRA licenses (5 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

WIS FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
CONCEPT BROKERAGE HOLDING CORPORATIONHOLDING COMPANY
MORRISSEY, WILLIAM PAULPRESIDENT1575389
SIMONSON, MARY KATHRYNCHIEF COMPLIANCE OFFICER1297398
TYMKIW, TRISHA LYNNFINOP3197368

Regulatory assets under management


Total Number of Accounts10,904
AUM (Assets Under Management)$ 3,512,564,746

Disclosures


Regulatory Event15
Civil Event1
Arbitration5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/05/2024
Cover Page
06/28/2024

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


WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

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