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JM

Juan C. Melendez-calero

DMK ADVISOR GROUP
Lutz, FL 33558
Some features on this profile are disabled
CRD#: 2266483
JM

Professional summary

Juan Carlos Melendez-calero, who also goes by Juan Carlos Melendez, Juan Carlos Melendezcalero, is a registered financial professional currently at DMK ADVISOR GROUP, INC. located in Lutz, Florida.

Juan is registered as a RR (Registered Representative) and started their career in finance in 1994. Juan has worked at 4 firms and has passed the SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juan Carlos Melendez | Juan Carlos Melendezcalero

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 Juan Carlos Melendez-calero's CRS (Customer Relationship Summary).
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

January 24, 2022 - Present

DMK ADVISOR GROUP, INC.

Office #1: 17961 Hunting Bow Circle Suite 102, Lutz, FL 33558
RIA
BD
CRD#: 41067
Lutz, FL
Past

September 20, 2011 - January 31, 2022

UNIVERSAL FINANCIAL SERVICES INC.

BD
CRD#: 131558
Guaynabo, PR
Past

August 10, 2009 - May 25, 2011

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
SAN JUAN, PR
Past

January 29, 2009 - July 22, 2009

UNIVERSAL FINANCIAL SERVICES INC.

BD
CRD#: 131558
GUAYNABO, PR
Past

March 29, 1994 - December 3, 2008

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC. | STEPHEN A. KOHN & ASSOCIATES, LTD.

CRD#: 41067 / SEC#: 801-121389, 8-49279

RIA
Registered Investment Advisory firm - SEC (6/3/2021 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
California
Registered Investment Advisory firm - SEC (7/8/2021 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/10/2021 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (6/10/2021 Terminated)
Delaware
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (10/18/2001 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Georgia
Registered Investment Advisory firm - SEC (7/15/2021 Terminated)
Idaho
Registered Investment Advisory firm - SEC (12/31/2005 Terminated)
Illinois
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Maine
Registered Investment Advisory firm - SEC (9/5/2003 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (2/15/2002 Terminated)
Michigan
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (10/18/2001 Terminated)
Missouri
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Nevada
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (6/28/2021 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
New York
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Puerto Rico
Registered Investment Advisory firm - SEC (6/3/2021 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Washington
Registered Investment Advisory firm - SEC (10/8/2021 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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
Florida
(1/24/2022)
RR
Puerto Rico
(1/24/2022)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/15/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/5/1997
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

DA
DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC. | STEPHEN A. KOHN & ASSOCIATES, LTD.

CRD#: 41067 / SEC#: 801-121389, 8-49279

RIA
Registered Investment Advisory firm - SEC (6/3/2021 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
California
Registered Investment Advisory firm - SEC (7/8/2021 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/10/2021 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (6/10/2021 Terminated)
Delaware
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (10/18/2001 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Georgia
Registered Investment Advisory firm - SEC (7/15/2021 Terminated)
Idaho
Registered Investment Advisory firm - SEC (12/31/2005 Terminated)
Illinois
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Maine
Registered Investment Advisory firm - SEC (9/5/2003 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (2/15/2002 Terminated)
Michigan
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (10/18/2001 Terminated)
Missouri
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
Nevada
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (6/28/2021 Terminated)
New Mexico
Registered Investment Advisory firm - SEC (12/31/2004 Terminated)
New York
Registered Investment Advisory firm - SEC (6/8/2021 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Puerto Rico
Registered Investment Advisory firm - SEC (6/3/2021 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (6/9/2021 Terminated)
Washington
Registered Investment Advisory firm - SEC (10/8/2021 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558
Mailing Address
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558
Phone number
(303) 470-5664
Established
Colorado since 04/30/1996
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
42

SEC notice filing (34 States and Territories)

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

FINRA licenses (46 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (5/20/2025)
PETER WYROUGH ADV 2024 (5/20/2025)
FORM ADV PART 2A (5/20/2025)
RUBEN RODRIGUEZ ADV 2024 (5/20/2025)
RYAN MULLER ADV 2024 (5/20/2025)
STEVEN KOHN ADV 2024 (5/20/2025)
STEVEN WESTVEER ADV 2024 (5/20/2025)
SUNIL MISRA ADV 2024 (5/20/2025)
CHRISTINE CAGLE 2024 ADV (5/20/2025)
HAL SCHWARTZ ADV 2024 (5/20/2025)
JORGE PEREZ ADV 2024 (5/20/2025)
KELVIN DOUGLAS ADV 2024 (5/20/2025)
MELISSA WAGNER ADV 2024 (5/20/2025)
MICHAEL BLACKMORE ADV 2024 (5/20/2025)
DMK ADVISOR GROUP INC 2024 FORM CRS (5/20/2025)

Direct owners and executive officers

NamePositionCRD#
DESAI, JANAK RDIRECTOR6307455
DOUGLAS, KELVIN RAYDIRECTOR4723703
MISRA, SUNIL DUTTDIRECTOR/PRINCIPAL5617829
PEREZ, JORGE RAMONDIRECTOR2253547
SCHWARTZ, HAROLD ALANCEO/PRINCIPAL841225
BASKETT, ERIN ELAINECHIEF COMPLIANCE OFFICER4538604
GALLIGAN, PETER BFINOP1873304
GROSMAN, BARRY JULIANDIRECTOR7967542
KOHN, STEPHEN ALANMUNI PRINCIPAL1267211
OHMAN, JOHN DAVIDROP/CROP1059085

Regulatory assets under management

Total Number of Accounts469
AUM (Assets Under Management)$ 84,480,870

Disclosures

Regulatory Event5

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

DMK ADVISOR GROUP, INC.

CRD#: 41067Lutz, FL 33558

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