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John H. Stroud

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CRD#: 2714164
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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 Huston Stroud was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1996. John had worked at 8 firms and has passed the Series 65, Series 63, Series 31 and Series 7 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)


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

September 22, 2015 - February 29, 2016

WEALTHSPIRE ADVISORS

RIA
CRD#: 168095
ROCKVILLE, MD
Past

January 6, 2015 - September 1, 2015

HIGHLINE WEALTH MANAGEMENT, LLC

RIA
CRD#: 142542
ROCKVILLE, MD
Past

April 8, 2011 - December 7, 2011

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
BETHESDA, MD
Past

March 29, 2011 - December 7, 2011

BNY MELLON SECURITIES CORPORATION

RIA
CRD#: 231
BETHESDA, MD
Past

June 21, 2007 - April 7, 2009

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
WASHINGTON, DC
Past

June 4, 2007 - April 7, 2009

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
WASHINGTON, DC
Past

March 11, 2005 - June 6, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
CHEVY CHASE, MD
Past

November 5, 2003 - June 6, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
CHEVY CHASE, MD
Past

July 23, 2002 - October 1, 2003

RIGGS SECURITIES INC.

BD
CRD#: 46202
WASHINGTON, DC
Past

July 12, 2001 - October 10, 2001

RIGGS SECURITIES INC.

BD
CRD#: 46202
WASHINGTON, DC
Past

October 10, 1996 - April 11, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 2, 1996 - September 4, 1996

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, 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: 1/6/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 11/4/1996
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


WA
WEALTHSPIRE ADVISORS
BAKER TILLY INVESTMENT ADVISORS, L.P. | WEALTHSPIRE PATHWAYS | WEALTHSPIRE ADVISORS, L.P. | WEALTHSPIRE ADVISORS | HIGHLINE, A DIVISION OF BRONFMAN E.L. ROTHSCHILD | BRONFMAN ROTHSCHILD WEALTH ADVISORS | BRONFMAN ROTHSCHILD PLAN ADVISORS | BRONFMAN ROTHSCHILD | BRONFMAN E.L. ROTHSCHILD, L.P.

CRD#: 168095 / SEC#: 801-78179

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Contact information


Main Address
12435 Park Potomac Avenue Suite 500, Potomac, MD 20854
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


WEALTHSPIRE ADVISORS

CRD#: 168095

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