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Joseph J. Santiago

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CRD#: 3134657
JS

Professional summary


Joseph John Santiago was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph John Santiago, who also goes by Joseph John, was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 2000. Joseph had worked at 8 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph 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.
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

July 12, 2014 - September 19, 2014

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
BOCA RATON, FL
Past

November 26, 2012 - June 28, 2013

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
FARMINGDALE, NY
Past

November 30, 2011 - December 7, 2012

AEGIS CAPITAL CORP.

BD
CRD#: 15007
MELVILLE, NY
Past

December 12, 2008 - December 16, 2011

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
SYOSSET, NY
Past

April 26, 2006 - December 23, 2008

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
LINDENHURST, NY
Past

May 27, 2005 - December 23, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
LINDENHURST, NY
Past

December 4, 2001 - May 19, 2005

MILESTONE GROUP MANAGEMENT LLC

BD
CRD#: 44486
LAKE SUCCESS, NY
Past

January 25, 2001 - November 28, 2001

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

January 20, 2000 - May 24, 2000

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY

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
IAR
Series 66
Date: 5/18/2001
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


DJ
DAWSON JAMES SECURITIES, INC.
DAWSON JAMES SECURITIES, INC.

CRD#: 130645 / SEC#: , 8-66367

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


Main Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Mailing Address
101 North Federal Highway Suite 600, Boca Raton, FL 33432
Phone number
(561) 391-5555
Established
Florida since 07/30/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
ARK FINANCIAL SERVICES, INC.OWNER
DORFMAN, JENNIFERCHIEF COMPLIANCE OFFICER/AML COMPLIANCE OFFICER3009328
KEYSER, ROBERT DAWSON JR.CEO1291503
STICE, HAROLD EUGENECHIEF FINANCIAL OFFICER/FINOP1349210

Disclosures


Regulatory Event12
Civil Event1
Arbitration3

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


DAWSON JAMES SECURITIES, INC.

CRD#: 130645

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