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JB

John J. Buonocore

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CRD#: 2400150
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 Joseph Buonocore was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1994. John had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 24 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

October 30, 2017 - May 4, 2018

ADVICEWORKS WEALTH ADVISORS

RIA
CRD#: 284674
Suamico, WI
Past

July 11, 2013 - October 30, 2015

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
GREEN BAY, WI
Past

October 28, 2003 - October 30, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
GREEN BAY, WI
Past

May 13, 2002 - October 21, 2003

INDIANAPOLIS SECURITIES, INC.

BD
CRD#: 10399
VALLEY STREAM, NY
Past

January 10, 2002 - May 9, 2002

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

April 25, 2001 - November 9, 2001

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

June 29, 2000 - March 28, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

October 15, 1998 - June 28, 2000

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

July 30, 1998 - August 13, 1998

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

February 6, 1998 - February 25, 1998

KSH INVESTMENT GROUP, INC.

BD
CRD#: 41817
GREAT NECK, NY
Past

October 6, 1997 - December 3, 1997

BRIARWOOD INVESTMENT COUNSEL

BD
CRD#: 6368
NEW YORK, NY
Past

September 17, 1996 - December 16, 1996

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

May 29, 1996 - May 30, 1996

STATE CAPITAL MARKETS CORPORATION

BD
CRD#: 13685
Past

February 21, 1996 - June 30, 1997

JOSEPH DILLON & COMPANY INC.

BD
CRD#: 35220
GREAT NECK, NY
Past

October 25, 1995 - December 15, 1995

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

October 17, 1994 - October 17, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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: 6/29/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 10/14/1994
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


AW
ADVICEWORKS WEALTH ADVISORS
ADVICEWORKS WEALTH ADVISORS | AUSLOOS, ADAM J. | ADVISEWORKS WEALTH ADVISORS LLC | ADVICEWORKS WEALTH ADVISORS LLC

CRD#: 284674 / SEC#: 801-108163

RIA
Registered Investment Advisory firm - (5/24/2017 Terminated)
Florida
Registered Investment Advisory firm - (11/4/2021 Approved)
Texas
Registered Investment Advisory firm - (6/25/2020 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)
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Contact information


Main Address
1680 Fruitville Rd, Sarasota, FL 34236
Mailing Address
Phone number
(414) 206-2062
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 9,500,000

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


ADVICEWORKS WEALTH ADVISORS

CRD#: 284674

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