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JI

Jonathan C. Ilchert

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CRD#: 2484719
JI

Professional summary


Jonathan Christopher Ilchert was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jonathan is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Jonathan had worked at 6 firms, which includes VESTPOINT SECURITIES INC., NATIONAL SECURITIES CORPORATION, GLOBAL CAPITAL SECURITIES CORPORATION, PACIFIC CORTEZ SECURITIES INCORPORATED, LCP CAPITAL CORP., RUSSO SECURITIES INC..

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

May 9, 2005 - March 14, 2006

VESTPOINT SECURITIES, INC.

BD
CRD#: 27260
TAMPA, FL
Past

February 12, 2001 - May 16, 2005

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

May 8, 1999 - February 12, 2001

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

June 11, 1996 - July 31, 1997

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

January 22, 1996 - July 31, 1996

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

September 12, 1994 - December 8, 1994

RUSSO SECURITIES INC.

BD
CRD#: 14425
STATEN ISLAND, 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: 3/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


VS
VESTPOINT SECURITIES, INC.
HOME DISCOUNT SECURITIES, INC. | VESTPOINT SECURITIES, INC.

CRD#: 27260 / SEC#: , 8-42965

BD
Terminated by SEC on 11/27/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 07/10/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BYINGTON, CHARLES KEITHCHAIRMAN BOARD OF DIRECTORS1130997
FAHEY, JOHN FAXONCHIEF OPERATING OFFICER4632402
OSBORN, RUSSELL ECEO/FINOP/CROP/SROP/MUNI PRIN./EXECUTIVE REP./CCO1255995

Disclosures


Regulatory Event4
Arbitration2

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


VESTPOINT SECURITIES, INC.

CRD#: 27260

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