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JV

John A. Vanvleck

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CRD#: 3186887
JV

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 Andrew Vanvleck, who also goes by Andy Vanvleck, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1999. John had worked at 4 firms and has passed the Series 63, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Vanvleck

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

February 25, 2009 - April 26, 2012

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
SAN FRANCISCO, CA
Past

June 13, 2005 - November 13, 2006

W.R. HAMBRECHT + CO., LLC

BD
CRD#: 45040
SAN FRANCISCO, CA
Past

March 9, 2004 - August 1, 2005

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

December 7, 2000 - April 9, 2002

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

March 24, 1999 - April 20, 1999

MCLAUGHLIN CAPITAL MARKETS, INC.

BD
CRD#: 29770
HALF MOON BAY, CA

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
Series 63
Date: 4/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LM
LEGEND MERCHANT GROUP, INC.
I. A. RABINOWITZ & CO. | LEGEND MERCHANT GROUP, INC. | IAR SECURITIES CORP.

CRD#: 5155 / SEC#: 801-63525, 8-21703

BD
Abandoned by SEC on 12/02/2020
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Contact information


Main Address
100 Bush Street, Suite 428, San Francisco, CA 94104
Mailing Address
Phone number
Established
New York since 11/17/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
LEDGE END CORP.OWNER
UNSWORTH, DAVID WOODS JRCHAIRMAN, CCO, CEO & PRESIDENT1609040

Disclosures


Regulatory Event12
Arbitration4
Judgment/Lien4

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


LEGEND MERCHANT GROUP, INC.

CRD#: 5155

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