Jo D. Foglesong
Professional summary
Jo Denmarsh Foglesong, CFP®, who also goes by Jo D Foglesong, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.
Jo is registered as a RR (Registered Representative) and started their career in finance in 1988. Jo has worked at 9 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jo Denmarsh Foglesong's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2021 - Present
BRIGHTHOUSE SECURITIES, LLC
Office #1: 11225 North Community House Road, Charlotte, NC 28277January 8, 2020 - February 22, 2021
THE LEADERS GROUP, INC.
March 26, 2018 - October 25, 2019
PRUCO SECURITIES, LLC.
February 22, 2018 - October 25, 2019
PRUCO SECURITIES, LLC.
January 27, 2017 - March 13, 2018
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
July 30, 2007 - November 9, 2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
December 4, 2006 - July 26, 2007
LINCOLN FINANCIAL DISTRIBUTORS, INC.
December 13, 2002 - October 17, 2006
NATIONWIDE INVESTMENT SERVICES CORPORATION
October 23, 2002 - December 5, 2002
NATIONWIDE SECURITIES, LLC
March 12, 1997 - October 1, 2001
NATIONWIDE SECURITIES, LLC
December 3, 1991 - February 12, 1997
NATIONWIDE SECURITIES, LLC
November 19, 1989 - April 24, 1990
OSAIC WEALTH, INC.
January 19, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/5/2024)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BRIGHTHOUSE SECURITIES, LLC
CRD#: 285300 / SEC#: , 8-69845
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BRIGHTHOUSE HOLDINGS, LLC | SOLE MEMBER (SHAREHOLDER) | |
| BEAULIEU, PHILIP JOHNATHON | VICE PRESIDENT | 5300540 |
| DAVIS, MICHAEL BENJAMIN | VICE PRESIDENT | 1742347 |
| LAMBERT, MYLES JOSEPH | CHAIRMAN PRESIDENT AND CEO | 3107551 |
| LEINTZ, DONALD ANTHONY | VICE PRESIDENT | 4374813 |
| MACILVANE, KEVIN MICHAEL JR | VICE PRESIDENT | 5164574 |
| MARTINEZ, JOHN GREGORY | PRINCIPAL FINANCIAL OFFICER | 2210722 |
| MORGAN, JANET MARIE | VICE PRESIDENT | 6770849 |
| NIGRO, GERARD JOSEPH | SENIOR VICE PRESIDENT | 1577003 |
| PROHONIC, KRISTIN LEE | CHIEF COMPLIANCE OFFICER | 3048592 |
Red Flags
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