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JF

John C. Felag

VISION BROKERAGE SERVICES
Stamford, CT 06901
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CRD#: 1874602
JF

Professional summary


John Christopher Felag is a registered financial professional currently at VISION BROKERAGE SERVICES, LLC located in Stamford, Connecticut and VISION FINANCIAL MARKETS LLC located in Stamford, Connecticut.

John is registered as a RR (Registered Representative) and started their career in finance in 1988. John has worked at 5 firms and has passed the Series 63, Series 99TO, Series 42, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 15, Series 24 and Series 4 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 Christopher Felag'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 14, 2006 - Present

VISION BROKERAGE SERVICES, LLC

Office #1: 1010 Washington Blvd, Suite 300, Stamford, CT 06901
BD
CRD#: 47927
Stamford, CT
Current

January 10, 2008 - Present

VISION FINANCIAL MARKETS LLC

Office #1: 1010 Washington Blvd, Suite 300, Stamford, CT 06901Office #2: 1010 Washington Blvd Suite 300, Stamford, CT 06901
BD
CRD#: 142271
Stamford, CT
Past

January 1, 2005 - June 22, 2006

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

May 21, 1996 - January 1, 2005

BNP PARIBAS BROKERAGE SERVICES, INC.

BD
CRD#: 31394
KING OF PRUSSIA, PA
Past

July 30, 1990 - June 4, 1996

CHASE FUTURES & OPTIONS, INC.

BD
CRD#: 18472
CHICAGO, IL
Past

October 7, 1988 - September 13, 1989

CHASE FUTURES & OPTIONS, INC.

BD
CRD#: 18472
CHICAGO, IL

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
Connecticut
(9/14/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 6/6/2001
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 42
Date: 1/2/2023
Registered Options Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/24/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 10/6/1988
Foreign Currency Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


VF
VISION FINANCIAL MARKETS LLC
HR TRADER | VISION LIMITED PARTNERSHIP | VISION FINANCIAL MARKETS LLC

CRD#: 142271 / SEC#: , 8-67447

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


Main Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Mailing Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Phone number
(203) 388-2700
Established
Delaware since 05/15/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
ROTHMAN, HOWARD MARTINPRESIDENT, CFO, CEO, FINOP, PRINCIPAL FINANCIAL OFFICER1098190
ROTHMAN, MICHAEL DAVIDGENERAL MANAGER6682487
FELAG, JOHN CHRISTOPHERCHIEF RISK OFFICER1874602
HERRITT, JOSHUA DAVIDVP ADMINISTRATION, MUNICIPAL BOND PRINCIPAL, AND ROSFP6205459
KARAFA, JOHN MICHAELCHIEF COMPLIANCE OFFICER, AMLCO, AND ROSFP2927594
MARTINEZ, ANAVICE PRESIDENT OPERATIONS, PRINCIPAL OPERATIONS OFFICER5288054

Disclosures


Regulatory Event32

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


VISION FINANCIAL MARKETS LLC

CRD#: 142271Stamford, CT 06901

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