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JT

John R. Tringle

TRINGLE JR., JOHN R.
NEW YORK, NY
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CRD#: 1579350
JT

Professional summary


John Robert Tringle JR, who also goes by John Robert Tringle Jr., is a registered financial advisor currently at TRINGLE JR., JOHN R. located in New York, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Robert Tringle Jr.

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) - RIA


Click below to view John Robert Tringle JR's CRS (Customer Relationship Summary).

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


Current

May 22, 2014 - Present

TRINGLE JR., JOHN R.

RIA
CRD#: 171382
NEW YORK, NY
Past

November 5, 2008 - December 31, 2013

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
NEW YORK, NY
Past

July 15, 2004 - November 7, 2008

SAXONY SECURITIES, INC.

BD
CRD#: 115547
NEW YORK, NY
Past

December 18, 2001 - August 2, 2004

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

April 10, 2001 - September 7, 2001

CLARK STREET CAPITAL, INC.

BD
CRD#: 38304
LEVITTOWN, NY
Past

July 6, 1998 - March 2, 2001

U.S. SECURITIES & FUTURES CORP.

BD
CRD#: 36045
NEW YORK, NY
Past

June 3, 1996 - February 20, 1998

FLEET BROKERAGE SECURITIES, INC.

BD
CRD#: 7313
NEW YORK, NY
Past

July 28, 1995 - April 10, 1996

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

April 14, 1994 - January 18, 1995

AMERICORP SECURITIES, INC.

BD
CRD#: 30405
NEW YORK, NY
Past

August 13, 1993 - April 19, 1994

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(7/9/2014)
IAR
New York
(3/20/2021)
IAR
Texas
(3/7/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TJ
TRINGLE JR., JOHN R.
TRINGLE JR., JOHN R.

CRD#: 171382 / SEC#:

Nebraska
Registered Investment Advisory firm - (7/9/2014 Approved)
New York
Registered Investment Advisory firm - (6/23/2014 Approved)
Texas
Registered Investment Advisory firm - (3/4/2016 Conditional Restricted)
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Contact information


Main Address
New York, NY
Mailing Address
Phone number
(212) 995-2172
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 13,100,000

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


TRINGLE JR., JOHN R.

CRD#: 171382New York, NY

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