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JB

John C. Braddock

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CRD#: 1282733
JB

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 Carter Braddock was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1986. John had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 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

August 7, 2012 - December 11, 2019

LAKERIDGE CAPITAL INC.

BD
CRD#: 25005
Salida, CO
Past

October 5, 2011 - May 22, 2012

PIN FINANCIAL, LLC

BD
CRD#: 132876
NEW YORK, NY
Past

December 10, 2007 - May 9, 2011

PIN FINANCIAL, LLC

BD
CRD#: 132876
INDIANAPOLIS, IN
Past

November 8, 2002 - May 25, 2006

MELHADO, FLYNN & ASSOCIATES, INC.

BD
CRD#: 7340
NEW YORK, NY
Past

February 10, 1999 - November 15, 2002

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 6, 1996 - November 3, 1998

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 10, 1994 - March 11, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 31, 1986 - May 11, 1987

TOWER SECURITIES, INC.

BD
CRD#: 11054

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
IAR
Series 65
Date: 10/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LC
LAKERIDGE CAPITAL INC.
KINGSDALE CAPITAL MARKETS (USA) INC. | RIDGEWOOD CAPITAL FUNDING, INC. | LAWRENCE FIELD, INC. | LAWRENCE FIELD DISTRIBUTORS, INC. | LAKERIDGE CAPITAL INC.

CRD#: 25005 / SEC#: , 8-41532

BD
Cancelled by SEC on 06/09/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/10/1989
Firm type
Corporation
Fiscal year end
October
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
REGENT CAPITAL PARTNERS, INC.SHAREHOLDER
O'KEEFE, TRACIE ERINFINOP5924814
UNDERHILL, BRUCE JOSEPHCCO / CEO4471321

Disclosures


Regulatory Event4

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


LAKERIDGE CAPITAL INC.

CRD#: 25005

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