Douglas G. John

REQUISITE CAPITAL MANAGEMENT LLC | Founder

Dallas, TX 75219

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CRD#: 2813648

Professional summary

Douglas Geoffrey John JR, CFP®, who also goes by Douglas G (jr) John, is a registered financial advisor currently at REQUISITE CAPITAL MANAGEMENT LLC located in Dallas, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Douglas has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Philanthropic services

Trading individual securities

Insurance

Loans/credit services

Financial planning

Executive services/Equity comp...

Trust & estate planning

Retirement planning

What is your current number of clients?

Under 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Douglas G (jr) John

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.

1)LCA Capital, LLC / 3521 CENTENARY AVE DALLAS, TX 75225 / OTHER / OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / INVESTMENT / SOLE PROPRIETORSHIP / NONE / START DATE 05/01/2006. 2)CPJ HYDROCARBONS LLC / 3521 CENTENARY AVE DALLAS,TX 75225 / SOLE PROPRIETORSHIP/ OIL & GAS INDUSTRIES (EXPLORATION, PRODUCTION, INTEGRATED) / INVEST IN OIL & GAS EXPLORATION / SOLE PROPRIETORSHIP / / INVEST IN OIL & GAS WELLS / START DATE 02/01/2013 - / 3) INSURANCE SALES; NOT INVESTMENT RELATED; LOCATED AT 4001 MAPLE AVE, SUITE 290, DALLAS, TX 75219; AGENT; START DATE 07/1997; LESS THAN 5% OF TIME SPENT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Geoffrey John JR'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 16, 2017 - Present

REQUISITE CAPITAL MANAGEMENT LLC

Office #1: 4001 Maple Avenue Suite 290, Dallas, TX 75219

RIA

CRD#: 283107

Dallas, TX

Past

June 16, 2017 - December 31, 2018

PWP SECURITIES LLC

CRD#: 171349

Dallas, TX

Past

November 8, 2002 - June 23, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

November 8, 2002 - June 23, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DALLAS, TX

Past

January 13, 2001 - November 26, 2002

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

NEW YORK, NY

Past

January 13, 2001 - November 26, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

June 17, 1999 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

December 11, 1996 - July 1, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REQUISITE CAPITAL MANAGEMENT LLC

REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA

Registered Investment Advisory firm - (6/2/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/16/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/11/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/10/1996

General Securities Representative Examination

Current Firm

REQUISITE CAPITAL MANAGEMENT LLC

REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA

Registered Investment Advisory firm - (6/2/2017 Approved)

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Contact information

Main Address

4001 Maple Avenue Suite 290, Dallas, TX 75219

Mailing Address

Phone number

(469) 373-3399

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts	796
AUM (Assets Under Management)	$ 1,987,793,761

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Douglas G. John

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Geoffrey John JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PWP SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

REQUISITE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1996

Series 63

Date: 12/17/1996

SIE

Date: 10/1/2018

Series 3

Date: 3/11/2003

Series 7

Date: 12/10/1996

Current Firm

REQUISITE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REQUISITE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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