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JH

John F. Hart

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CRD#: 2044432
JH

Professional summary


John Francis Hart was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, John had worked at 13 firms, which includes WFG INVESTMENTS INC., WFG ADVISORS LP, QUESTAR ASSET MANAGEMENT INC., QUESTAR CAPITAL CORPORATION, RESOURCE HORIZONS GROUP LLC, LINDNER CAPITAL ADVISORS INC., ADVANTAGE CAPITAL CORPORATION, FSC SECURITIES CORPORATION, WORLD GROUP SECURITIES INC., WMA SECURITIES INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, EQUITABLE ADVISORS LLC, FIDELITY BROKERAGE SERVICES LLC.

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

October 13, 2014 - February 8, 2016

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

October 10, 2014 - February 8, 2016

WFG ADVISORS, LP

RIA
CRD#: 125073
DALLAS, TX
Past

July 13, 2010 - August 7, 2013

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

June 2, 2010 - August 7, 2013

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
WOODSTOCK, GA
Past

January 8, 2007 - January 8, 2008

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
MARIETTA, GA
Past

January 19, 2006 - January 14, 2010

LINDNER CAPITAL ADVISORS, INC.

RIA
CRD#: 108584
MARIETTA, GA
Past

January 9, 2006 - December 31, 2006

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
MARIETTA, GA
Past

June 27, 2003 - October 25, 2005

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

April 22, 2003 - May 13, 2005

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 12, 2002 - May 22, 2002

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

December 5, 2001 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

October 8, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 8, 1998 - December 19, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 29, 1990 - September 30, 1998

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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: 4/20/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/30/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WI
WFG INVESTMENTS, INC.
THE (WILSON) WILLIAMS FINANCIAL GROUP | WILLIAMS, BUCHANAN & COMPANY, INC. | WILLIAMS FINANCIAL GROUP | WFG INVESTMENTS, INC.

CRD#: 22704 / SEC#: , 8-39928

BD
Terminated by SEC on 11/21/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 06/08/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WILLIAMS FINANCIAL GROUPOWNER
WILLIAMS, DAVID WILSONPRESIDENT/CHIEF COMPLIANCE OFFICER4178982
WILLIAMS, WILSON HENRYCHAIRMAN OF THE BOARD, CEO834161

Disclosures


Regulatory Event23
Civil Event1
Arbitration3

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


WFG INVESTMENTS, INC.

CRD#: 22704

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