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JG

John W. Grant

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CRD#: 227512
JG

Professional summary


John William Grant was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial advisor and started their career in finance in 1970. Prior to being barred, John had worked at 8 firms, which includes TORREY PINES SECURITIES INC., SPELMAN & CO. INC., SUTRO & CO. INCORPORATED, MORGAN STANLEY DW INC., PRUDENTIAL EQUITY GROUP LLC, THOMSON MCKINNON SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., ROBERTS SCOTT & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 20, 2002 - January 3, 2011

TORREY PINES SECURITIES, INC.

RIA
CRD#: 17120
RED BLUFF, CA
Past

July 2, 2002 - January 3, 2011

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
RED BLUFF, CA
Past

December 11, 2000 - July 11, 2002

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

May 16, 2000 - December 14, 2000

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

May 27, 1994 - May 9, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 25, 1989 - May 25, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 6, 1987 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

June 29, 1970 - February 13, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

June 4, 1970 - July 6, 1973

ROBERTS, SCOTT & CO., INC.

BD
CRD#: 720

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: 6/6/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 2/1/1979
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 6/29/1970
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 5/16/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/1984
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 10/17/1981
NYSE Branch Manager Examination

Current Firm


TP
TORREY PINES SECURITIES, INC.
AMERICAN INDEPENDENT MARKETING | TORREY PINES SECURITIES, INC. | ECONOVEST PROPERTIES, INC.

CRD#: 17120 / SEC#: , 8-35004

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/28/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
2000 WORTH H. BAGLEY JR. REV TRUST DTD 6/1/2000TRUST
SHEA, PETER WILLIAMSHAREHOLDER420778
SMITH, JACK CLARK JRSHAREHOLDER427869
BAGLEY, WORTH HARRINGTON JRCEO, FINOP, CCO, AMLCO1296995

Disclosures


Regulatory Event13
Arbitration5

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


TORREY PINES SECURITIES, INC.

CRD#: 17120

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