Jac G. Tomasello
Professional summary
Jac Gerard Tomasello is a registered financial professional currently at CAPITAL CITY SECURITIES, LLC located in Powell, Ohio.
Jac is registered as a RR (Registered Representative) and started their career in finance in 1987. Jac has worked at 8 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 28, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jac Gerard Tomasello's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2018 - Present
CAPITAL CITY SECURITIES, LLC
Office #1: 3789 Attucks Dr, Powell, OH 43065November 20, 2008 - December 31, 2014
U.S. INVESTMENT ADVISORS, INC
January 1, 2000 - October 27, 2005
U.S. INVESTMENT ADVISORS, INC
November 24, 1995 - April 1, 2016
U.S. BROKERAGE, INC.
January 6, 1995 - August 23, 1995
AMERICA NORTHCOAST SECURITIES, INC.
February 27, 1992 - January 11, 1995
SOCIETY INVESTMENTS, INC.
February 11, 1992 - February 18, 1992
AMERIPRISE ADVISOR SERVICES, INC.
September 20, 1989 - February 7, 1992
KIDDER, PEABODY & CO. INCORPORATED
October 21, 1987 - December 23, 1987
BLINDER, ROBINSON & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2018)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 9/29/2004
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
CAPITAL CITY SECURITIES, LLC
CRD#: 146001 / SEC#: , 8-67771
Contact information
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPITAL CITY PARTNERS, INC. | OWNER/MANAGING MEMBER | |
| CRAWFORD, TODD EDWARD | CCO | 1951009 |
| CRAWFORD, TODD EDWARD | PRESIDENT | 1951009 |
| ROLAND, JAMES MERVIN | V. P. COMPLIANCE AND OPERATIONS | 1871181 |
| ROLAND, JAMES MERVIN | OPTIONS PRINCIPAL | 1871181 |
| TOMASELLO, JAC GERARD | MP | 1749835 |
| TOMASELLO, JAC GERARD | GENERAL PRINCIPAL | 1749835 |
| TOMASELLO, JAC GERARD | FIN OP | 1749835 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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