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JP

John A. Pliakas

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CRD#: 364605
JP

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 Pliakas was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1970. John had worked at 8 firms and has passed the Series 65, Series 63, Series 5, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

April 4, 2007 - December 31, 2013

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
PEABODY, MA
Past

July 21, 2005 - April 12, 2007

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
BOSTON, MA
Past

May 31, 2002 - July 8, 2005

COBURN & MEREDITH, INC.

BD
CRD#: 164
SIMSBURY, CT
Past

March 13, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

February 1, 2000 - November 9, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

March 18, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

August 23, 1988 - March 9, 1999

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

April 7, 1970 - March 31, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
IAR
Series 65
Date: 10/17/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 10/19/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 12/7/1964
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


WE
WINSLOW, EVANS & CROCKER, INC.
MACLAREN SECURITIES, INC. | WINSLOW, EVANS & CROCKER, INC. | WINSLOW EVANS CROCKER INC

CRD#: 29686 / SEC#: 801-63905, 8-44347

BD
Terminated by SEC on 07/31/2021
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Contact information


Main Address
175 Federal Street 6th Floor, Boston, MA 02110
Mailing Address
Phone number
Established
Massachusetts since 11/21/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MARCH 2021 WINSLOW EVANS & CROCKER BROCHURE (3/29/2021)

Direct owners and executive officers


NamePositionCRD#
NATIONAL HOLDINGS CORPORATIONSOLE SHAREHOLDER
BERLINE, LEONIDCHIEF COMPLIANCE OFFICER3027633

Disclosures


Regulatory Event4
Bond1

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


WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

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