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John H. Peri

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CRD#: 1868459
JP

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.

John Harry Peri was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1988. John had worked at 7 firms and has passed the Series 63, Series 55, Series 7, Series 6 and Series 24 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)


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

November 1, 2010 - June 7, 2012

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
NEW YORK, NY
Past

March 2, 2006 - August 18, 2011

SANDERS MORRIS LLC

BD
CRD#: 20580
BERNARDSVILLE, NJ
Past

July 2, 2002 - February 28, 2006

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

July 18, 1995 - June 11, 2002

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

May 26, 1993 - June 28, 1995

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

September 20, 1988 - November 5, 1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 20, 1988 - November 5, 1990

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/23/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CP
COWEN PRIME SERVICES LLC
CONCEPT ASSET MANAGEMENT | COWEN PRIME SERVICES LLC | COWEN PRIME ADVISORS | COWEN OUTSOURCED TRADING | CONCEPT LIFE AGENCY LLC | CONCEPT CAPITAL MARKETS, LLC

CRD#: 153397 / SEC#: , 8-68531

BD
Terminated by SEC on 12/18/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
COWEN PB HOLDINGS LLCDIRECT PARENT, MEMBER, OWNER
CHARNEY, DANIEL SCEO2158255
HOLMES, JOHNCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1281617
JORDAN, FRANCISPRINCIPAL FINANCIAL OFFICER5634167
POPPELL, RALPH EDWARDCHIEF COMPLIANCE OFFICER1683087

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


COWEN PRIME SERVICES LLC

CRD#: 153397

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