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JH

John D. Harding

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CRD#: 236846
JH

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 Douglas Harding was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1969. John had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 5, Series 1, Series 4, Series 40 and Series 12 exams.

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

February 17, 2017 - September 3, 2019

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Westport, CT
Past

August 22, 2005 - April 24, 2017

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

August 26, 2004 - August 18, 2005

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

February 5, 2002 - September 12, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
WESTPORT, CT
Past

August 25, 1989 - September 12, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 25, 1988 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

June 22, 1987 - March 5, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

December 9, 1986 - March 2, 1988

HARDING SECURITIES INC.

BD
CRD#: 17898
Past

June 18, 1985 - January 28, 1986

SECURITIES RESOURCE, INC.

BD
CRD#: 7515
Past

September 21, 1982 - September 8, 1982

CRALIN SECURITIES COMPANY

BD
CRD#: 10208
Past

September 21, 1982 - October 11, 1984

CRALIN & CO., INC.

BD
CRD#: 7605
Past

September 26, 1978 - March 13, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 5, 1978 - September 23, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 26, 1969 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 12/8/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 6/4/1965
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 2/17/1969
Registered Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 2/14/1969
NYSE Branch Manager Examination

Current Firm


AF
AGES FINANCIAL SERVICES, LTD.
ADVISORY GROUP EQUITY SERVICES LTD. | INTEGRATED FINANCIAL STRATEGIES, INC. | AGES FINANCIAL SERVICES, LTD. | ADVISORY INVESTMENT SERVICES, LTD.

CRD#: 15427 / SEC#: , 8-32155

BD
Terminated by SEC on 11/18/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 06/25/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FOX, BRUCE RAYMONDFINANCIAL & OPERATIONSL PRINCIPAL2975386
KELLY, ROBERTCCO5899947
LEMOINE, SUSAN MARIEPRINCIPAL858856

Disclosures


Regulatory Event4
Arbitration4

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


AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

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