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JB

Joseph L. Boyle

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CRD#: 1729586
JB

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.

Joseph Louis Boyle was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1987. Joseph had worked at 7 firms and has passed the Series 63, SIE, Series 50, Series 52 and Series 53 exams.

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

January 24, 2023 - December 8, 2023

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

January 11, 2021 - January 26, 2023

ESSEX SECURITIES LLC

BD
CRD#: 46605
JERSEY CITY, NJ
Past

November 20, 2019 - February 8, 2021

SAN BLAS SECURITIES LLC

BD
CRD#: 290605
CHICAGO, IL
Past

August 27, 2019 - November 25, 2019

BLAYLOCK VAN, LLC

BD
CRD#: 145317
NEW YORK, NY
Past

May 31, 2016 - September 9, 2019

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

March 22, 1989 - September 25, 1990

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
Past

October 5, 1987 - September 17, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/3/2024)
RR
New Jersey
(1/3/2024)
RR
Pennsylvania
(1/3/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 50
Date: 5/18/2018
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
Series 52
Date: 5/31/2016
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/9/2017
Municipal Securities Principal Examination

Current Firm

MS
MELVIN SECURITIES, L.L.C.
MELVIN & COMPANY | MELVIN SECURITIES, L.L.C. | MELVIN SECURITIES, L.L.C. | MELVIN SECURITIES CORPORATION

CRD#: 29767 / SEC#: , 8-41505

BD
Postponed Effective by SEC on 05/03/2024
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Contact information

Main Address
Mailing Address
Phone number
Established
Illinois since 03/10/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MELVIN & COMPANY, L.L.C.MEMBER
RORKE, ALEXANDER IRWINSENIOR MANAGING DIRECTOR1372205
RORKE, ALEXANDER IRWINSENIOR MANAGING DIRECTOR/MEMBER/CCO/COO1372205

Disclosures

Regulatory Event8
Civil 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

MELVIN SECURITIES, L.L.C.

CRD#: 29767

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