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JT

John R. Tracy

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CRD#: 1590962
JT

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 Randall Tracy, who also goes by Randy Tracy, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1986. John had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randy Tracy

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

June 10, 2011 - November 4, 2019

GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 143008
SEVEN FIELDS, PA
Past

June 1, 2011 - December 14, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SARVER, PA
Past

December 11, 2009 - May 23, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
BUTLER, PA
Past

December 11, 2009 - May 23, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BUTLER, PA
Past

August 1, 2008 - December 9, 2009

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
BUTLER, PA
Past

August 1, 2008 - December 9, 2009

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
BUTLER, PA
Past

May 22, 2008 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
SEVEN FIELDS, PA
Past

May 1, 2008 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
SEVEN FIELDS, PA
Past

August 9, 2000 - May 1, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
WEXFORD, PA
Past

August 4, 1989 - May 1, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WEXFORD, PA
Past

January 25, 1989 - August 12, 1989

AMOS-LEE SECURITIES, INC.

BD
CRD#: 16093
Past

February 2, 1988 - January 26, 1989

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

July 16, 1987 - February 2, 1988

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

December 15, 1986 - August 10, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

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: 7/13/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/1997
General Securities Principal Examination

Current Firm


GA
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.
ACCURATE INVESTMENT SOLUTIONS, INC. | GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. | GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC. | GIERL AUGUSTINE ADVISORY SERVICES, INC | GIERL AUGUSTINE | GA RETIREMENT PLANNING

CRD#: 143008 / SEC#: 801-67529

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Contact information


Main Address
310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/7/2020)

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


GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.

CRD#: 143008

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