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JC

John S. Cangialosi

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CRD#: 3273830
JC

Professional summary


John Sebastion Cangialosi was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, John had worked at 8 firms, which includes SW FINANCIAL, WORDEN CAPITAL MANAGEMENT LLC, LEGEND SECURITIES INC., JOSEPH GUNNAR & CO. LLC, BROOKSTONE SECURITIES INC., J.P. TURNER & COMPANY L.L.C., GUNNALLEN FINANCIAL INC, JOSEPH STEVENS & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John S Cangialosi | John Sebastion Cangialosi Jr.

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

December 10, 2019 - August 16, 2022

SW FINANCIAL

BD
CRD#: 145012
NEW YORK, NY
Past

November 4, 2016 - December 10, 2019

WORDEN CAPITAL MANAGEMENT LLC

BD
CRD#: 148366
New York, NY
Past

August 21, 2013 - November 9, 2016

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

June 20, 2012 - August 30, 2013

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
STATEN ISLAND, NY
Past

October 9, 2009 - June 22, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
STATEN ISLAND, NY
Past

August 1, 2006 - February 17, 2009

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
STATEN ISLAND, NY
Past

June 2, 2004 - August 2, 2006

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
STATEN ISLAND, NY
Past

December 12, 2001 - June 24, 2004

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, 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
Series 63
Date: 4/15/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SW FINANCIAL
SALOMON WHITNEY FINANCIAL | SW FINANCIAL | SALOMON WHITNEY LLC

CRD#: 145012 / SEC#: , 8-67688

BD
Postponed Effective by SEC on 05/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/11/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
ANGIA HOLDINGS, LLC75.1% OWNER

Disclosures


Regulatory Event7
Arbitration7

Red Flags


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Company Information


SW FINANCIAL

CRD#: 145012

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