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JB

John D. Browne

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CRD#: 2262251
JB

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 D Browne MR., who also goes by Ernest Browne, John D Browne, John Douglas Browne, John Ernest Douglas De La Browne Mr., John Ernest Douglas Delav Browne, John E.d. De La Valette Browne, Ernest Delavalette, John Ernest Douglas Delavalettebrowne, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1992. John had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ernest Browne | John D Browne | John Douglas Browne | John Ernest Douglas De La Browne Mr. | John Ernest Douglas Delav Browne | John E.d. De La Valette Browne | Ernest Delavalette | John Ernest Douglas Delavalettebrowne

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

December 3, 2012 - April 8, 2013

WORLD TRENDS WEALTH MANAGEMENT, LLC

RIA
CRD#: 156276
WEST PALM BEACH, FL
Past

March 11, 2008 - October 11, 2011

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
WESTPORT, CT
Past

February 18, 2008 - December 5, 2014

ACN SECURITIES INC.

BD
CRD#: 37645
NEW YORK, NY
Past

November 8, 2004 - November 21, 2005

EUROPEAN AMERICAN SECURITIES, INC.

BD
CRD#: 28286
LONDON,
Past

April 24, 1995 - November 1, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WEST PALM BEACH, FL
Past

April 24, 1995 - November 1, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 30, 1994 - April 27, 1995

CROWN FINANCIAL ASSOCIATES, INC.

BD
CRD#: 22172
Past

November 2, 1993 - June 30, 1994

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

August 6, 1992 - November 5, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

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
IAR
Series 65
Date: 12/17/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WT
WORLD TRENDS WEALTH MANAGEMENT, LLC
WORLD TRENDS CAPITAL, LLC | WORLD TRENDS WEALTH MANAGEMENT, LLC

CRD#: 156276 / SEC#:

Connecticut
Registered Investment Advisory firm - (7/18/2013 Terminated)
Florida
Registered Investment Advisory firm - (12/10/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (5/6/2013 Approved)
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Contact information


Main Address
Waxhaw, NC
Mailing Address
Phone number
(239) 292-7395
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts33
AUM (Assets Under Management)$ 9,000,000

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


WORLD TRENDS WEALTH MANAGEMENT, LLC

CRD#: 156276

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