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JM

John C. Mitchell

GRAY OAK CAPITAL
Greenwich, CT 06830
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CRD#: 1771213
JM

Professional summary


John Carroll Mitchell is a registered financial professional currently at GRAY OAK CAPITAL, LLC located in Greenwich, Connecticut.

John is registered as a RR (Registered Representative) and started their career in finance in 2014. John has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 3 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) - BD


Click below to view John Carroll Mitchell's CRS (Customer Relationship Summary).
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

September 20, 2024 - Present

GRAY OAK CAPITAL, LLC

Office #1: 55 Old Field Point Road Suite 200, Greenwich, CT 06830
BD
CRD#: 290056
Greenwich, CT
Past

February 22, 2023 - August 9, 2024

DELPHOS MMJ L.P.

BD
CRD#: 137389
NEW YORK, NY
Past

August 28, 2014 - March 26, 2020

ARTIST CAPITAL LLC

BD
CRD#: 153937
NEW YORK, NY

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
California
(1/22/2025)
RR
Connecticut
(9/23/2024)
RR
District of Columbia
(1/23/2025)
RR
Illinois
(12/4/2024)
RR
Maryland
(2/13/2025)
RR
Massachusetts
(1/24/2025)
RR
Michigan
(1/22/2025)
RR
Minnesota
(1/30/2025)
RR
Nebraska
(2/11/2025)
RR
New Jersey
(1/22/2025)
RR
New York
(12/4/2024)
RR
North Carolina
(1/30/2025)
RR
Ohio
(2/18/2025)
RR
Oklahoma
(1/28/2025)
RR
Pennsylvania
(1/23/2025)
RR
Texas
(1/22/2025)
RR
Washington
(1/22/2025)
RR
Wisconsin
(2/11/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/5/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GO
GRAY OAK CAPITAL, LLC
GRAY OAK CAPITAL, LLC

CRD#: 290056 / SEC#: , 8-70014

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
55 Old Field Point Road, Greenwich, CT 06830
Mailing Address
55 Old Field Point Road, Greenwich, CT 06830
Phone number
(203) 987-0015
Established
Delaware since 02/27/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WILKINS, MICHAEL STEWARTFOUNDING MEMBER1692310
HALVORSEN, MARK ANDREWCEO, AMLCO, FINOP4750852
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519

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


GRAY OAK CAPITAL, LLC

CRD#: 290056Greenwich, CT 06830

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