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JG

John Goldsmith

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CRD#: 224462
JG

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 Goldsmith, who also goes by John H Goldsmith, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1964. John had worked at 13 firms and has passed the Series 63, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John H Goldsmith

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 30, 2010 - December 18, 2012

CAPITOL SECURITIES & ASSOCIATES, INC.

BD
CRD#: 7278
BOSTON, MA
Past

September 30, 2010 - October 2, 2013

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
BOSTON, MA
Past

June 24, 2005 - August 20, 2010

MADISON MARQUETTE SECURITIES LLC

BD
CRD#: 133789
BOSTON, MA
Past

February 4, 2002 - April 7, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

February 24, 1989 - December 3, 1996

JOHN HANCOCK CLEARING CORPORATION

BD
CRD#: 23364
NEW YORK, NY
Past

March 9, 1988 - March 8, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

July 9, 1987 - December 23, 1987

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
Past

August 14, 1978 - December 23, 1987

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

February 4, 1977 - August 14, 1978

PRESCOTT, BALL & TURBEN

BD
CRD#: 7342
Past

April 5, 1976 - February 4, 1977

PRESCOTT, BALL & TURBEN

BD
CRD#: 7101
Past

August 24, 1973 - April 5, 1976

PRESCOTT, BALL & TURBEN

BD
CRD#: 6532
Past

September 24, 1971 - August 24, 1973

PRESCOTT, MERRILL, TURBEN & CO.

BD
CRD#: 672
Past

August 3, 1964 - August 26, 1971

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501

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: 7/18/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 5/20/1963
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/27/1972
Registered Principal Examination

Current Firm


CS
CAPITOL SECURITIES & ASSOCIATES, INC.
CAPITOL SECURITIES & ASSOCIATES, INC. | HAWTHORNE SECURITIES CORPORATION

CRD#: 7278 / SEC#: , 8-21058

BD
Terminated by SEC on 03/05/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 08/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CS FINANCIAL GROUP, INC.HOLDING COMPANY
DONLIN, JAMES JCHIEF OPERATING OFFICER2579395
GOFF, LIA BETTENHAUSENCHIEF FINANCIAL OFFICER2508087
HALLBERG, KATHERINE ROSECHIEF COMPLIANCE OFFICER5016264
HAMBY, GEORGE MARKPRESIDENT2257565
JIANOS, JOSEPH ARISTOTLECHAIRMAN & CEO1374020

Disclosures


Regulatory Event2
Arbitration1

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


CAPITOL SECURITIES & ASSOCIATES, INC.

CRD#: 7278

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