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John P. Sullivan

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CRD#: 2223824
JS

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 Sullivan JR, who also goes by John Patrick Sullivan, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1992. John had worked at 16 firms and has passed the Series 63, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Patrick Sullivan

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

September 27, 2007 - July 27, 2009

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY
Past

April 24, 2006 - July 11, 2006

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
BOSTON, MA
Past

September 1, 2005 - March 23, 2006

CP CAPITAL SECURITIES

BD
CRD#: 15029
MIAMI, FL
Past

September 9, 2004 - August 26, 2005

JERA SECURITIES, INC.

BD
CRD#: 44499
LOS ANGELES, CA
Past

June 12, 2002 - September 1, 2004

CP CAPITAL SECURITIES

BD
CRD#: 15029
MIAMI, FL
Past

April 9, 2002 - June 5, 2002

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

February 14, 2001 - March 11, 2002

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

November 14, 2000 - February 1, 2001

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

March 5, 1998 - November 15, 2000

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

December 19, 1997 - March 5, 1998

KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.

BD
CRD#: 2438
BOSTON, MA
Past

June 11, 1997 - December 4, 1997

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

October 2, 1996 - June 6, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

September 7, 1995 - September 30, 1996

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

July 18, 1994 - September 8, 1995

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

March 8, 1994 - July 15, 1994

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

February 5, 1993 - March 8, 1994

DUNHILL EQUITIES, INC.

BD
CRD#: 21822
GARDEN CITY, NY
Past

October 15, 1992 - January 13, 1993

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

July 23, 1992 - October 16, 1992

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

April 29, 1992 - July 6, 1992

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

April 15, 1992 - April 23, 1992

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294

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: 4/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 11/25/2003
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/1999
General Securities Principal Examination

Current Firm


PC
PHD CAPITAL
PERRIN, HOLDEN AND DAVENPORT CAPITAL CORP. | PHD CAPITAL

CRD#: 38785 / SEC#: , 8-48403

BD
Terminated by SEC on 12/10/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 02/07/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAFF, NELSON MARCVICE PRESIDENT/COO2629134
EISENMAN, JODY JOSEPHPRESIDENT1263068
HOFFMAN, PETER ROSSCFO2929643
SCHUSTER, SIDNEY JOSEPHCHIEF COMPLIANCE OFFICER2039134

Disclosures


Regulatory Event6
Arbitration2

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


PHD CAPITAL

CRD#: 38785

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