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JR

John F. Reilly

HINES PRIVATE WEALTH SOLUTIONS LLC
ANN ARBOR, MI
Some features on this profile are disabled
CRD#: 2679895
JR

Professional summary


John Francis Reilly is a registered financial professional currently at HINES PRIVATE WEALTH SOLUTIONS LLC located in Ann Arbor, Michigan.

John is registered as a RR (Registered Representative) and started their career in finance in 1996. John has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 10, Series 9 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) - BD


Click below to view John Francis Reilly's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 11, 2022 - Present

HINES PRIVATE WEALTH SOLUTIONS LLC

BD
CRD#: 128145
ANN ARBOR, MI
Past

February 29, 2008 - November 23, 2021

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
TORONTO,
Past

August 9, 2000 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
TORONTO,
Past

November 23, 1998 - July 5, 2000

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

October 16, 1996 - June 5, 1998

VERSUS BROKERAGE SERVICES (U.S.) INC.

BD
CRD#: 39631
TORONTO ONTARIO,

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: 7/15/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/5/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HP
HINES PRIVATE WEALTH SOLUTIONS LLC
HINES PRIVATE WEALTH SOLUTIONS LLC | HINES SECURITIES, INC. | HINES REAL ESTATE SECURITIES, INC. | HINES REAL ESTATE INVESTMENTS, INC.

CRD#: 128145 / SEC#: , 8-66096

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


Main Address
845 Texas Avenue Suite 3300, Houston, TX 77002
Mailing Address
845 Texas Avenue Suite 3300, Houston, TX 77002
Phone number
(888) 446-3773
Established
Delaware since 03/28/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
HINES RETAIL SECURITIES LLCOWNER
CARUSO, JOHN ARMONDMANAGING DIRECTOR, MANAGER5524146
FERRARO, PAUL JAMESSENIOR MANAGING DIRECTOR - HEAD OF PRIVATE WEALTH SOLUTIONS, MANAGER, CEO2479671
FOGG, RICHARD MATTHEW JRMANAGING DIRECTOR - SHAREHOLDER SERVICES AND OPERATIONS; ANTI-MONEY LAUNDERING COMPLIANCE OFFICER; SECRETARY AND TREASURER2669807
HILL, LERONICA CARRIETTACHIEF COMPLIANCE OFFICER; EXECUTIVE REPRESENTATIVE; ASSISTANT SECRETARY4936282
HUSSEIN, SHAUN RPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5193143

Disclosures


Regulatory Event1

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


HINES PRIVATE WEALTH SOLUTIONS LLC

CRD#: 128145Ann Arbor, MI

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