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JL

John A. Larson

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CRD#: 2737386
JL

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 Augustus Larson was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1996. John had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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)


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

April 5, 2016 - November 30, 2016

SUMMIT ADVISOR SOLUTIONS

RIA
CRD#: 118581
BEVERLY, MA
Past

March 30, 2016 - February 7, 2018

ALT FUND DISTRIBUTORS LLC

BD
CRD#: 146547
NEW YORK, NY
Past

September 25, 2015 - March 22, 2016

RP CAPITAL LLC

BD
CRD#: 134768
GIG HARBOR, WA
Past

March 20, 2014 - September 1, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
BEVERLY, MA
Past

June 8, 2011 - March 2, 2016

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
BEVERLY, MA
Past

June 6, 2011 - March 21, 2014

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

September 21, 2010 - June 23, 2011

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
BEVERLY, MA
Past

January 5, 2010 - May 27, 2010

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

January 17, 2007 - June 7, 2010

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

January 12, 2007 - December 31, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

December 5, 2006 - January 9, 2007

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

April 21, 2005 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
COLUMBUS, OH
Past

October 1, 2001 - January 8, 2007

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

July 26, 2001 - September 5, 2001

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

November 12, 1997 - December 5, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

May 8, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

May 8, 1996 - October 13, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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: 4/19/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
SUMMIT ADVISOR SOLUTIONS
ARGENTUS | SUMMITALLIANCE CAPITAL MANAGEMENT, L.L.C. | SUMMIT ADVISOR SOLUTIONS | SIG CAPITAL MANAGEMENT, L.L.C. | SAS CAPITAL MANAGEMENT, LLC | ARGENTUS PARTNERS, LLC | ARGENTUS PARTNERS | ARGENTUS CAPITAL MANAGEMENT, LLC

CRD#: 118581 / SEC#: 801-60900

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Contact information


Main Address
14785 Preston Road Ste. 1000, Dallas, TX 75254
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT ADVISOR SOLUTIONS WRAP FEE PROGRAM DISCLOSURE BROCHURE ADV2A - APPENDIX 1 (11/30/2016)

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


SUMMIT ADVISOR SOLUTIONS

CRD#: 118581

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