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JM

John A. Mcallister

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CRD#: 3029328
JM

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 Albert Mcallister, who also goes by John Mcallister, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2003. John had worked at 1 firm and has passed the Series 62 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Mcallister

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.
GRUBB & ELLIS MANAGEMENT SERVICES, INC. NON-INVESTMENT RELATED 3010 BRIARPARK, HOUSTON, TX 77042 COMMERCIAL REAL ESTATE VP DIRECTOR OF MANAGEMENT SERVICES START DATE 6/1/2000 FULL TIME POSITION - CURRENTLY I AM NOT ACTIVELY MANAGING MONEY. I AM IN CHARGE OF THE HOUSTON OFFICE FOR COMMERCIAL PROPERTY MANAGEMENT SERVICES

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

October 27, 2003 - December 31, 2022

FIRST STREET INVESTMENTS, INC.

RIA
CRD#: 115258
HOUSTON, TX

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


General Industry/Product Exam
RR
Series 62
Date: 3/10/1998
Corporate Securities Limited Representative Examination

Current Firm


FS
FIRST STREET INVESTMENTS, INC.
FIRST STREET INVESTMENTS, INC.

CRD#: 115258 / SEC#:

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Contact information


Main Address
Houston, TX
Mailing Address
Phone number
(713) 783-6225
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


FIRST STREET INVESTMENTS, INC.

CRD#: 115258

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