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JF

John M. Franggos

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CRD#: 4073144
JF

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 Michael Franggos was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 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

September 21, 2018 - December 31, 2018

VISION BROKERAGE SERVICES, LLC

BD
CRD#: 47927
STAMFORD, CT
Past

February 12, 2018 - May 15, 2018

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

June 27, 2016 - November 4, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

March 11, 2016 - November 4, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

January 9, 2015 - March 14, 2016

WESTPARK CAPITAL, INC.

RIA
CRD#: 39914
NEW YORK, NY
Past

January 6, 2015 - March 14, 2016

WESTPARK CAPITAL, INC.

BD
CRD#: 39914
NEW YORK, NY
Past

February 21, 2013 - April 21, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

April 30, 2012 - January 11, 2013

ARISTON WEALTH MANAGEMENT, L.P.

RIA
CRD#: 158220
NEW YORK, NY
Past

April 27, 2012 - April 30, 2012

ARISTON WEALTH MANAGEMENT, L.P.

RIA
CRD#: 158220
NEW YORK, NY
Past

December 16, 2011 - January 11, 2013

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

September 18, 2009 - December 21, 2011

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY
Past

July 20, 2009 - September 15, 2009

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
ENGLEWOOD CLIFFS, NJ
Past

July 20, 2009 - September 15, 2009

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
ENGLEWOOD CLIFFS, NJ
Past

January 24, 2000 - October 17, 2008

PHD CAPITAL

BD
CRD#: 38785
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
IAR
Series 65
Date: 9/12/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VB
VISION BROKERAGE SERVICES, LLC
VISION | VISION INVESTOR SERVICES, LLC | VISION BROKERAGE SERVICES, LLC

CRD#: 47927 / SEC#: , 8-51966

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


Main Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Mailing Address
1010 Washington Blvd Suite 300, Stamford, CT 06901
Phone number
(203) 388-2700
Established
New York since 06/22/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (30 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#
BOSHNACK, ROBERT MARTINCLASS A MEMBER
ROTHMAN, HOWARD MARTINCLASS A MANAGING MEMBER, CEO, CFO, FINOP, PRINCIPAL FINANCIAL OFFICER1098190
HERRITT, JOSHUA DAVIDVP ADMINISTRATION, MUNICIPAL BOND PRINCIPAL, AND ROSFP6205459
KARAFA, JOHN MICHAELCHIEF COMPLIANCE OFFICER, AMLCO, AND ROSFP2927594
MARTINEZ, ANAVP-OPERATIONS, PRINCIPAL OPERATIONS OFFICER, INSURANCE AND ANNUITY PRINCIPAL5288054

Disclosures


Regulatory Event4

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


VISION BROKERAGE SERVICES, LLC

CRD#: 47927

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