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JB

John L. Bauer

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CRD#: 2412311
JB

Professional summary


John Leonard Bauer 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 professional and started their career in finance in 1993. Prior to being barred, John had worked at 8 firms, which includes LLOYD WADE SECURITIES INC., CASTLE SECURITIES CORP., L.B. SAKS INC., TOLUCA PACIFIC SECURITIES CORP., A.S. GOLDMEN & CO. INC., FIRST ALLIED SECURITIES INC., GKN SECURITIES CORP., CORTLANDT CAPITAL CORPORATION.

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

August 12, 1997 - March 2, 1999

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

May 8, 1997 - August 21, 1997

CASTLE SECURITIES CORP.

BD
CRD#: 16077
FREEPORT, NY
Past

October 8, 1996 - June 6, 1997

L.B. SAKS, INC.

BD
CRD#: 34070
Past

July 12, 1996 - October 15, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

May 3, 1995 - May 11, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

May 31, 1994 - September 2, 1994

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

April 25, 1994 - May 5, 1994

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

March 3, 1994 - April 11, 1994

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

December 2, 1993 - February 2, 1994

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, 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
RR
Series 63
Date: 6/26/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


LW
LLOYD WADE SECURITIES INC.
LLOYD WADE SECURITIES INC.

CRD#: 39653 / SEC#: , 8-48781

BD
Cancelled by SEC on 02/24/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/29/1995
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LYNX FINANCIAL SERVICES, INC.STOCKHOLDER
GENTILELLA, JOHN ANTHONYASO
GRAVEN, DAVID ECHIEF LEGAL OFFICER
HARRIS, INGRID CRISTINACHIEF FINANCIAL OFFICER
MORROW, HARVEY STEPHENASO
NIEBUHR, MICHAEL ARTHURHEAD TRADER
RUTKOSKE, DAVID LLOYDPRESIDENT
VALLETTE, CATHERINE JAYNECHIEF COMPLIANCE OFFICER

Disclosures


Regulatory Event9
Arbitration6

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


LLOYD WADE SECURITIES INC.

CRD#: 39653

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