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RC

Rocco P. Capoccia

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CRD#: 1641965
RC

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.

Rocco Peter Capoccia was a registered financial professional .

Rocco is a previously registered financial professional and started their career in finance in 1990. Rocco had worked at 12 firms and has passed the Series 63 and Series 7 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

February 1, 2013 - July 24, 2013

JVB FINANCIAL GROUP, LLC

BD
CRD#: 104412
RIDGEFIELD, CT
Past

May 23, 2011 - December 11, 2012

JVB FINANCIAL GROUP, LLC

BD
CRD#: 104412
RIDGEFIELD, CT
Past

April 15, 2010 - January 25, 2011

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

November 17, 2009 - January 5, 2010

SSC NY CORP.

BD
CRD#: 29804
NEW YORK, NY
Past

July 10, 2008 - October 20, 2009

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
NEW YORK, NY
Past

December 3, 2007 - July 2, 2008

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

May 31, 2007 - December 4, 2007

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
NAPERVILLE, IL
Past

January 20, 2004 - May 10, 2005

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

September 14, 1999 - February 12, 2004

THE WILLIAMS CAPITAL GROUP, L.P.

BD
CRD#: 35149
NEW YORK, NY
Past

May 13, 1998 - June 3, 1999

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
CHICAGO, IL
Past

August 2, 1993 - December 19, 1997

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

December 3, 1991 - August 17, 1993

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

July 11, 1990 - October 11, 1991

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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: 9/17/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JF
JVB FINANCIAL GROUP, LLC
JVB FINANCIAL GROUP, LLC

CRD#: 104412 / SEC#: , 8-52877

BD
Terminated by SEC on 04/01/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JVB FINANCIAL HOLDINGS, LLCSOLE MEMBER
BURKLIN, STEPHAN GEORGEMANAGER & COO1808970
BUTKEVITS, VINCENT WILLIAM IIIPRESIDENT, CEO1818987
DOBIE, ROBERT DENNISCFO, FINOP5453400
HATTON, JOHN CHRISTOPHERMUNICIPAL SECURITIES PRINCIPAL1570311
SILBERMAN, JEFFREY DAVIDCHIEF LEGAL OFFICER5726501
VACCA, KATHARINE ELIZABETHCCO1821586

Disclosures


Regulatory Event1

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


JVB FINANCIAL GROUP, LLC

CRD#: 104412

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