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JM

John J. Mulcahy

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CRD#: 342236
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 Joseph Mulcahy, who also goes by Jack Mulcahy, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1972. John had worked at 11 firms and has passed the Series 63, SIE, Series 41, Series 5, Series 4, Series 24, Series 00 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Mulcahy

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

November 8, 2010 - February 6, 2015

CAPITAL GUARDIAN, LLC

BD
CRD#: 137919
CHARLOTTE, NC
Past

January 5, 2009 - February 18, 2009

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH
Past

August 8, 2008 - December 4, 2008

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

July 15, 2005 - October 30, 2006

MOORS & CABOT FINANCIAL ADVISORS, LLC

BD
CRD#: 132798
NAPLES, FL
Past

December 14, 1990 - October 30, 2006

MOORS & CABOT, INC.

BD
CRD#: 594
NAPLES, FL
Past

January 18, 1988 - December 21, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 21, 1987 - January 19, 1988

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

September 30, 1974 - May 2, 1979

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 24, 1974 - October 30, 1974

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

December 8, 1972 - April 14, 1974

HAYDEN STONE INC.

BD
CRD#: 6567
Past

September 28, 1972 - September 30, 1987

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

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: 3/14/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 41
Date: 8/16/1984
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 5
Date: 10/20/1981
Interest Rate Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 12/5/1972
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 9/28/1972
NYSE Branch Manager Examination

Current Firm


CG
CAPITAL GUARDIAN, LLC
CAPITAL GUARDIAN, LLC

CRD#: 137919 / SEC#: , 8-67133

BD
Terminated by SEC on 09/11/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
North Carolina since 02/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL GUARDIAN HOLDING COMPANY, LLCOWNER
FACELLA, STEPHEN RMD2912309
KARAFFA, JOHN EDWARDCHIEF FINANCIAL OFFICER4623625
RAMOS, SANDRO LOUISCCO INTERM1695283

Disclosures


Regulatory Event5

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


CAPITAL GUARDIAN, LLC

CRD#: 137919

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