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JF

John P. Fitzgerald

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CRD#: 209041
JF

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 Patrick Fitzgerald was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1969. John had worked at 14 firms and has passed the Series 63, PC and Series 1 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

April 23, 2001 - May 29, 2013

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

January 12, 1999 - April 26, 2001

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

January 15, 1998 - December 11, 1998

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

April 3, 1997 - January 6, 1998

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

February 12, 1996 - March 19, 1997

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

January 20, 1992 - January 15, 1996

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

May 5, 1988 - January 15, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

August 5, 1986 - June 9, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

August 7, 1985 - August 5, 1986

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

October 16, 1984 - August 29, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

July 27, 1984 - September 28, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

June 26, 1984 - August 7, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 22, 1978 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

August 24, 1977 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514
Past

July 3, 1972 - July 24, 1977

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

September 29, 1969 - August 28, 1972

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514

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: 11/7/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 6/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 12/23/1968
Registered Representative Examination

Current Firm


BR
BISHOP, ROSEN & CO., INC.
BISHOP, ROSEN & CO., INC.

CRD#: 1248 / SEC#: , 8-12140

BD
Terminated by SEC on 11/19/2016
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Contact information


Main Address
100 Broadway 16th Floor, New York, NY, 10005
Mailing Address
Phone number
Established
New York since 08/18/1964
Firm type
Other Types of Legal Formation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROSEN, ROBERT STEPHENPRESIDENT, DIRECTOR, CEO404271
SCHLESINGER, ISAACVP, SECRETARY, DIRECTOR, CFO, COO, CCO413636
MURPHY, THOMAS JAMESVP839873

Disclosures


Regulatory Event15
Arbitration1
Bond1

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


BISHOP, ROSEN & CO., INC.

CRD#: 1248

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