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JZ

John S. Zuckerman

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CRD#: 2044072
JZ

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 Soehrens Zuckerman was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1990. John had worked at 6 firms and has passed the Series 63, SIE, Series 79 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)


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

January 4, 2019 - May 8, 2024

ROCKDALE SECURITIES, LLC

BD
CRD#: 169798
BOUNTIFUL, UT
Past

March 21, 2011 - September 25, 2017

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

November 9, 1995 - September 9, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 3, 1994 - December 13, 1995

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

September 26, 1991 - May 4, 1993

DRESDNER KLEINWORT WASSERSTEIN, LLC

BD
CRD#: 22068
NEW YORK, NY
Past

April 24, 1990 - August 23, 1991

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA

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: 6/3/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RS
ROCKDALE SECURITIES, LLC
ROCKDALE SECURITIES, LLC | SPENCER PIERCE SECURITIES, LLC

CRD#: 169798 / SEC#: , 8-69392

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


Main Address
270 South Main Street Suite 112-f, Bountiful, UT 84010
Mailing Address
270 South Main Street Suite 112-f, Bountiful, UT 84010
Phone number
(215) 816-2800
Established
Delaware since 07/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 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#
DARK ROOM PARTNERS, LLCOWNER
FULHAM INVESTMENT PARTNERS, LLCOWNER
GOAL PARTNERS, LLCOWNER
BRICKS PARTNERS, LLCOWNER
CLD PARTNERS, LLCOWNER
BADALAMENTI, CHARLES RICHARDFINANCIAL AND OPERATIONS PRINCIPAL2065038
GARRETT, TAYLOR WESTONPRESIDENT4829547
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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


ROCKDALE SECURITIES, LLC

CRD#: 169798

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