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JZ

Justin Zegalia

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CRD#: 4133578
JZ

Professional summary


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

Justin is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, Justin had worked at 6 firms, which includes BLUEGRASS CAPITAL ADVISORS LLC, HORANG SECURITIES LLC, MONTGOMERY ASSET MANAGEMENT LLC, FSC SECURITIES CORPORATION, BANC OF AMERICA INVESTMENT SERVICES INC., CITIGROUP GLOBAL MARKETS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Justin John Zegalia

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

March 14, 2012 - July 31, 2012

BLUEGRASS CAPITAL ADVISORS, LLC

RIA
CRD#: 147805
LOUISVILLE, KY
Past

September 1, 2011 - August 1, 2012

HORANG SECURITIES, LLC

BD
CRD#: 6004
NEW YORK, NY
Past

August 12, 2010 - December 31, 2012

MONTGOMERY ASSET MANAGEMENT, LLC

RIA
CRD#: 150586
MCDONOUGH, GA
Past

March 13, 2007 - June 21, 2010

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
MCDONOUGH, GA
Past

March 2, 2007 - June 21, 2010

FSC SECURITIES CORPORATION

BD
CRD#: 7461
MCDONOUGH, GA
Past

November 6, 2003 - March 5, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
ATLANTA, GA
Past

November 6, 2003 - March 5, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
ATLANTA, GA
Past

April 29, 2003 - November 18, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ALPHARETTA, GA
Past

February 11, 2000 - November 18, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
RR
Series 63
Date: 3/6/2000
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BLUEGRASS CAPITAL ADVISORS, LLC
BLUEGRASS CAPITAL ADVISORS, LLC | MONEYLIFE PARTNERS, INC. | CORNERSTONE FINANCIAL PLANNING & WEALTH MANAGEMENT, CORP

CRD#: 147805 / SEC#:

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Contact information


Main Address
3309 Collins Lane, Louisville, KY 40245
Mailing Address
Phone number
(502) 805-1351
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts383
AUM (Assets Under Management)$ 22,648,407

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


BLUEGRASS CAPITAL ADVISORS, LLC

CRD#: 147805

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