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JR

John R. Rooney

SAYBRUS EQUITY SERVICES
CAMAS, WA
Some features on this profile are disabled
CRD#: 2154919
JR

Professional summary


John Robert Rooney, who also goes by Rob Rooney, is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Camas, Washington.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Rooney

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 Robert Rooney's 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

July 3, 2023 - Present

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
CAMAS, WA
Past

March 26, 2020 - July 5, 2023

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
Oveido, FL
Past

September 3, 2014 - March 31, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 28, 2011 - September 23, 2014

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
WEATHERFORD, TX
Past

February 9, 2010 - October 21, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
PHOENIX, AZ
Past

February 4, 2009 - November 13, 2009

AXCELUS FINANCIAL DISTRIBUTION COMPANY

BD
CRD#: 38383
PHILADELPHIA, PA
Past

June 11, 2003 - February 4, 2009

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 10, 2002 - September 6, 2003

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

November 21, 2001 - December 20, 2001

SOUTHWESTERN CAPITAL MARKETS, INC.

BD
CRD#: 15011
SAN ANTONIO, TX
Past

February 11, 2000 - July 24, 2001

CAPIS

BD
CRD#: 7551
DALLAS, TX
Past

December 16, 1998 - February 9, 2000

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

July 13, 1992 - May 1, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 13, 1992 - May 1, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Texas
(7/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/5/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SE
SAYBRUS EQUITY SERVICES, LLC
SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: , 8-68521

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


Main Address
One American Row, Hartford, CT 06102-5056
Mailing Address
P.o. Box 5056, Hartford, CT 06102-5056
Phone number
(860) 403-3100
Established
Delaware since 10/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY
ALI, AZIZVICE PRESIDENT5030560
CASSIDY, EDWARD WILLIAM JREXEC. VP / INTERNAL DIRECTOR1606787
COSTENBADER, WALTER RUSSELLFINOP1828345
HALPERIN, JEFFREY PAULINTERNAL DIRECTOR2899327
LOWE, MOIRA CRONANPRESIDENT / CEO / INTERNAL DIRECTOR4076427
MOORE, GIDEON CLOYESCHIEF LEGAL OFFICER7011735
SADOWSKI, ADAM MARKASSISTANT VICE PRESIDENT4578505
SIINO, KATHERINE MARYAVP & CHIEF COMPLIANCE OFFICER1666402
TOMKO, CHRISTINECFO, PFO, POO6989991
VIETRI, MICHAEL JOSEPHINTERNAL DIRECTOR1068983

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


SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319Camas, WA

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