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JN

John W. Nolan

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CRD#: 1318245
JN

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 Nolan II was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1985. John had worked at 17 firms and has passed the Series 65, Series 63, 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)


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

October 20, 2004 - September 24, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BUFFALO, NY
Past

October 20, 2004 - September 24, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BUFFALO, NY
Past

August 16, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
BUFFALO, NY
Past

January 27, 2004 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

March 16, 2001 - January 29, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

March 5, 1999 - March 28, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

August 14, 1998 - December 31, 1998

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

January 9, 1992 - November 3, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

October 30, 1991 - January 6, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

April 5, 1991 - November 7, 1991

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 23, 1990 - January 10, 1991

TAW SECURITIES, INC.

BD
CRD#: 25189
Past

May 2, 1990 - November 29, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

May 2, 1990 - November 29, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 25, 1990 - April 4, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
Past

May 31, 1989 - January 3, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

May 9, 1989 - May 25, 1989

L.F. THOMPSON & COMPANY

BD
CRD#: 21820
Past

March 23, 1989 - May 9, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

December 14, 1988 - April 4, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

February 16, 1988 - December 16, 1988

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

July 14, 1987 - December 21, 1987

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

April 15, 1987 - June 25, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

May 16, 1985 - August 6, 1987

AMERICAN HERITAGE SECURITIES CORPORATION

BD
CRD#: 16130
Past

January 23, 1985 - May 15, 1985

MICHAEL C. TALLEY & CO., INC.

BD
CRD#: 8679

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: 8/12/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BO
BANC OF AMERICA INVESTMENT SERVICES, INC.
BANC OF AMERICA INVESTMENT SERVICES, INC. | NCNB SECURITIES, INC. | NATIONSBANC SECURITIES, INC. | NATIONSBANC INVESTMENTS, INC.

CRD#: 16361 / SEC#: , 8-33805

BD
Terminated by SEC on 12/27/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/14/1984
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MERRILL LYNCH & CO., INC.SHAREHOLDER
BENSON, MARK JARRETTPRESIDENT/CEO/DIRECTOR/CHAIRMAN1915552
CALL, JOHN SCOTTSVP/CHIEF COMPLIANCE OFFICER/DIRECTOR OF COMPLIANCE2815968
NEWTH, RONALD JOSEPHCHIEF OPERATING OFFICER/DIRECTOR1454390
OSAKI, ISAACCHIEF LEGAL OFFICER4910551
ROMANO, JOHN GARYCFO/DIRECTOR5078610

Disclosures


Regulatory Event53
Civil Event1
Arbitration68

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


BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

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