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BC

Brian J. Condo

CRD#: 4173619
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BC
Brian Joseph Condo

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.

Brian Joseph Condo, who also goes by Brian J Condo, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2000. Brian had worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brian J Condo

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

May 24, 2023 - September 11, 2024

JCC CAPITAL MARKETS, LLC

BD
CRD#: 146776
LAGUNA NIGUEL, CA
Past

April 24, 2023 - May 2, 2023

EMERSON EQUITY LLC

RIA
CRD#: 130032
N Palm Beach, FL
Past

April 19, 2023 - May 2, 2023

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

October 7, 2022 - November 7, 2022

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

May 18, 2021 - June 25, 2021

CL WEALTH MANAGEMENT LLC

RIA
CRD#: 134922
Riviera Beach, FL
Past

May 4, 2021 - June 25, 2021

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
SCHAUMBURG, IL
Past

July 25, 2018 - April 22, 2021

TRIUMPH WEALTH ADVISORS, INC.

RIA
CRD#: 153175
PALM BEACH GARDENS, FL
Past

May 16, 2016 - August 14, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
WOODSTOCK, GA
Past

April 12, 2016 - October 21, 2016

ZEGA FINANCIAL, LLC

RIA
CRD#: 156803
WEST PALM BEACH, FL
Past

April 23, 2013 - April 9, 2014

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

September 18, 2006 - April 9, 2014

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

November 6, 2003 - September 14, 2006

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
WEST PALM BEACH, FL
Past

October 27, 2003 - September 14, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
WEST PALM BEACH, FL
Past

May 7, 2003 - October 9, 2003

RIGGS SECURITIES INC.

BD
CRD#: 46202
WASHINGTON, DC
Past

December 3, 2001 - May 7, 2003

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

July 3, 2000 - October 30, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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: 4/22/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/30/2000
General Securities Representative Examination

Current Firm

JC
JCC CAPITAL MARKETS, LLC
JCC ADVISORS, LLC | PIVOTAL CAPITAL SOLUTIONS LLC | JCC CAPITAL MARKETS, LLC

CRD#: 146776 / SEC#: , 8-67850

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

Main Address
30011 Ivy Glenn Dr #220, Laguna Niguel, CA 92677
Mailing Address
Po Box 7767, Laguna Niguel, CA 92607
Phone number
(949) 249-9500
Established
Texas since 05/03/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ATCHITY, MARK AARONPRINCIPAL OPERATIONS OFFICER2530342
ATCHITY, MARK AARONPRESIDENT, CEO, CFO, CCO, FINOP, PRINCIPAL2530342
ATCHITY, MARK AARONPRINCIPAL FINANCIAL OFFICER2530342

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

JCC CAPITAL MARKETS, LLC

CRD#: 146776

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