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JM

John Mcleod

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CRD#: 2589161
JM

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 Mcleod III, who also goes by John Mcleod, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1996. John had worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Mcleod

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.
John McLeod is an independent insurance agent and real estate broker.

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

March 27, 2024 - December 31, 2024

PRAGMATIC SOLUTIONS

RIA
CRD#: 327339
STATEN ISLAND, NY
Past

June 13, 2005 - September 19, 2006

CARLTON CAPITAL INC.

BD
CRD#: 42533
NEW YORK, NY
Past

June 23, 2004 - December 31, 2004

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

BD
CRD#: 43177
ATLANTA, GA
Past

July 1, 2003 - March 3, 2004

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

August 21, 2002 - May 14, 2003

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

April 9, 2001 - October 18, 2001

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

BD
CRD#: 37710
NEW YORK, NY
Past

October 30, 2000 - May 2, 2001

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

September 8, 2000 - November 1, 2000

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

October 22, 1999 - May 18, 2000

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

June 22, 1999 - January 10, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

March 4, 1999 - May 6, 1999

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

April 18, 1997 - June 19, 1997

MAIDSTONE FINANCIAL, INC.

BD
CRD#: 31804
NEW YORK, NY
Past

January 30, 1997 - May 6, 1997

FIRST CAMBRIDGE SECURITIES CORPORATION

BD
CRD#: 21846
NEW YORK, NY
Past

September 10, 1996 - December 13, 1996

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL

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: 2/28/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PRAGMATIC SOLUTIONS
BOURN PRAGMATIC | PRAGMATIC SOLUTIONS | BOURN PRAGMATIC INC

CRD#: 327339 / SEC#:

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Contact information


Main Address
979 Bay Street, Staten Island, NY 10305
Mailing Address
Phone number
(718) 619-5262
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


PRAGMATIC SOLUTIONS

CRD#: 327339

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