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JH

John M. Holman

DALMORE GROUP LLC
Cumming, GA
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CRD#: 1858866
JH

Professional summary


John Michael Holman, who also goes by John Holman, is a registered financial professional currently at DALMORE GROUP LLC located in Cumming, Georgia.

John is registered as a RR (Registered Representative) and started their career in finance in 1988. John has worked at 18 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 52TO, SIE, Series 7, Series 14, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Holman

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 Michael Holman'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

April 1, 2025 - Present

DALMORE GROUP LLC

BD
CRD#: 136352
Cumming, GA
Past

April 20, 2017 - October 5, 2020

FIRST SOUTHERN SECURITIES, LLC.

BD
CRD#: 153133
ALPHARETTA, GA
Past

April 20, 2017 - February 26, 2025

FIRST SOUTHERN, LLC

BD
CRD#: 282756
Alpharetta, GA
Past

December 19, 2014 - November 30, 2015

V2V SECURITIES LLC

BD
CRD#: 131849
New York, NY
Past

October 21, 2014 - December 5, 2014

BEDMINSTER FINANCIAL GROUP, LIMITED

BD
CRD#: 39916
HOLICONG, PA
Past

June 2, 2011 - October 17, 2011

AX TRADING, LLC

BD
CRD#: 154702
STAMFORD, CT
Past

August 19, 2010 - December 31, 2014

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

March 26, 2010 - November 1, 2010

ELEVATION, LLC

BD
CRD#: 140341
NEW YORK, NY
Past

December 16, 2009 - March 22, 2010

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
NEW YORK, NY
Past

January 26, 2004 - August 30, 2004

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

December 10, 2001 - January 22, 2004

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

December 4, 2000 - February 22, 2001

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

October 12, 1999 - February 20, 2001

WIT CAPITAL CORPORATION

BD
CRD#: 41499
OLD GREENWICH, CT
Past

January 26, 1999 - September 22, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 28, 1998 - January 4, 1999

TRADE-WELL DISCOUNT INVESTING, LLC.

BD
CRD#: 24645
SAN DIEGO, CA
Past

September 19, 1995 - December 17, 1997

NEBRASKA HUDSON COMPANY, INC.

BD
CRD#: 27501
OMAHA, NE
Past

April 11, 1989 - September 15, 1995

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 20, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

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
Alabama
(8/15/2025)
RR
Alaska
(8/15/2025)
RR
Arizona
(8/15/2025)
RR
Arkansas
(8/15/2025)
RR
California
(8/15/2025)
RR
Colorado
(8/15/2025)
RR
Connecticut
(8/15/2025)
RR
Delaware
(8/15/2025)
RR
District of Columbia
(8/15/2025)
RR
Florida
(8/15/2025)
RR
Georgia
(4/1/2025)
RR
Hawaii
(8/15/2025)
RR
Idaho
(8/15/2025)
RR
Illinois
(8/15/2025)
RR
Indiana
(8/15/2025)
RR
Iowa
(8/15/2025)
RR
Kansas
(8/15/2025)
RR
Kentucky
(8/15/2025)
RR
Louisiana
(8/15/2025)
RR
Maine
(8/15/2025)
RR
Maryland
(8/15/2025)
RR
Massachusetts
(8/15/2025)
RR
Michigan
(8/15/2025)
RR
Minnesota
(8/15/2025)
RR
Mississippi
(8/15/2025)
RR
Missouri
(8/15/2025)
RR
Montana
(8/15/2025)
RR
Nebraska
(8/15/2025)
RR
Nevada
(8/15/2025)
RR
New Hampshire
(8/15/2025)
RR
New Jersey
(8/15/2025)
RR
New Mexico
(8/15/2025)
RR
New York
(8/15/2025)
RR
North Carolina
(8/15/2025)
RR
North Dakota
(8/15/2025)
RR
Ohio
(8/20/2025)
RR
Oklahoma
(8/15/2025)
RR
Oregon
(8/15/2025)
RR
Pennsylvania
(8/15/2025)
RR
Puerto Rico
(8/15/2025)
RR
Rhode Island
(8/15/2025)
RR
South Carolina
(8/15/2025)
RR
South Dakota
(8/15/2025)
RR
Tennessee
(8/15/2025)
RR
Texas
(8/15/2025)
RR
Utah
(8/15/2025)
RR
Vermont
(8/15/2025)
RR
Virginia
(8/15/2025)
RR
Washington
(8/15/2025)
RR
West Virginia
(8/15/2025)
RR
Wisconsin
(8/15/2025)
RR
Wyoming
(8/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/16/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/9/1990
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


DG
DALMORE GROUP LLC
DALMORE GROUP LLC

CRD#: 136352 / SEC#: , 8-67002

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


Main Address
525 Green Place, Woodmere, NY 11598
Mailing Address
525 Green Place, Woodmere, NY 11598
Phone number
(917) 887-1948
Established
New York since 04/07/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
SEIDEL, OSCAR FRANCISCOPRESIDENT/CEO2328358
NEELY, KIMBERLY BETHFINOP2045019
SADLER, JOQUINN THOMASCCO2817763

Disclosures


Regulatory Event2

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


DALMORE GROUP LLC

CRD#: 136352Cumming, GA

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