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FJ

Francis W. Joynt

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CRD#: 262512
FJ

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.

Francis William Joynt, who also goes by F William Joynt, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1971. Francis had worked at 4 firms and has passed the Series 63, Series 7, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


F William Joynt

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

November 30, 2001 - October 11, 2013

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
ALBANY, NY
Past

December 9, 1994 - July 24, 1997

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

January 16, 1979 - December 9, 1994

MERCER ALLIED CORPORATION

BD
CRD#: 7829
ALBANY, NY
Past

January 25, 1972 - August 30, 1975

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

June 14, 1971 - August 5, 1975

F. L. PUTNAM & COMPANY, INC.

BD
CRD#: 6305

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: 1/3/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/8/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/1/1977
Registered Principal Examination

Current Firm


MA
MERCER ALLIED COMPANY, L.P.
MERCER ALLIED COMPANY, L.P.

CRD#: 37404 / SEC#: , 8-47739

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
100 Coliseum Drive, Cohoes, NY 12047
Mailing Address
100 Coliseum Drive, Cohoes, NY 12047
Phone number
(518) 886-4000
Established
Delaware since 10/11/1994
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GOLDMAN SACHS WEALTH SERVICES, L.P.SOLE LIMITED PARTNER106693
GS AYCO HOLDING LLCGENERAL PARTNER
HALL, LARIK MARSHALLPRESIDENT2634322
KINOWSKI, KYLE TVICE PRESIDENT4277862
LUKS, SHELLEY MVP & CHIEF FINANCIAL OFFICER6004389
NASS, JEREMY PAULVP & CHIEF OPERATIONS OFFICER4244509
RYAN, DIANA ELIZABETHVP & CHIEF COMPLIANCE OFFICER2780148
VOLSKY, MELISSA CVICE PRESIDENT4648752

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


MERCER ALLIED COMPANY, L.P.

CRD#: 37404

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