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JC

John D. Curran

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CRD#: 1577636
JC

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 Douglas Curran, who also goes by Jack Curran, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1987. John had worked at 7 firms and has passed the Series 63, Series 7TO, Series 6TO, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 10, Series 9, Series 28, Series 53 and Series 23 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Curran

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 4, 2019 - August 3, 2020

CAPIS

BD
CRD#: 7551
DALLAS, TX
Past

November 29, 2004 - May 28, 2019

FINTECH SECURITIES

BD
CRD#: 132873
ATLANTA, GA
Past

July 23, 2004 - November 19, 2004

GLB TRADING, INC

BD
CRD#: 125363
CHICAGO, IL
Past

July 27, 2001 - May 27, 2004

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

August 17, 1994 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

November 25, 1987 - August 10, 1994

BOSTON INSTITUTIONAL SERVICES INCORPORATED

BD
CRD#: 5861
BOSTON, MA
Past

January 22, 1987 - October 19, 1987

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174

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: 1/6/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/17/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/17/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/17/2024
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 3/17/2024
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CA
CAPIS
CAPIS | CAPITAL INSTITUTIONAL SERVICES, INC.

CRD#: 7551 / SEC#: , 8-22273

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
1700 Pacific Ave. Suite 1100, Dallas, TX 75201
Mailing Address
1700 Pacific Ave. Suite 1100, Dallas, TX 75201
Phone number
(214) 720-0055
Established
Texas since 08/31/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CULLEN POTTS STOCK TRUSTSHAREHOLDER
HEIDEMANN REVOCABLE TRUSTSHAREHOLDER
CHOATE, DAVID PAULCHIEF OPERATIONS OFFICER1568590
DONALD C. POTTS DYNASTY TRUST FBO DONALD CULLEN POTTS IISHAREHOLDER
DONALD C. POTTS DYNASTY TRUST FBO KRISTI POTTS WETHERINGTONSHAREHOLDER
HEIDEMANN, JORGEN HAMILTONDIRECTOR1042114
HUSEINBEGOVIC, BENIN NMNCHIEF FINANCIAL OFFICER / FINOP4806696
KICAK, THOMAS ALANCHIEF COMPLIANCE OFFICER1441596
LAMENDOLA, STEPHEN DEANCHIEF INFORMATION OFFICER4006443
POTTS, DONALD CULLEN IITRUSTEE, CULLEN POTTS STOCK TRUST2845666
POTTS, DONALD CULLEN IICHAIRMAN OF THE BOARD2845666
SARA SUE POTTS DYNASTY TRUST FBO DONALD CULLEN POTTS IISHAREHOLDER
SARA SUE POTTS DYNASTY TRUST FBO KRISTI POTTS WETHERINGTONSHAREHOLDER
SEBERT, ANN VANSANTTRUSTEE, SARA SUE POTTS DYNASTY TRUST FBO DONALD CULLEN POTTS II4589262
SEBERT, ANN VANSANTTRUSTEE, DONALD C. POTTS DYNASTY TRUST FBO DONALD CULLEN POTTS II4589262
SEBERT, ANN VANSANTTRUSTEE, SARA SUE POTTS DYNASTY TRUST FBO KRISTI POTTS WETHERINGTON4589262
SEBERT, ANN VANSANTTRUSTEE, DONALD C. POTTS DYNASTY TRUST FBO KRISTI POTTS WETHERINGTON4589262
SEBERT, ANN VANSANTCHIEF EXECUTIVE OFFICER4589262

Disclosures


Regulatory Event9

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


CAPIS

CRD#: 7551

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