Vincent J. Villani
Professional summary
Vincent John Villani is a registered financial professional currently at PHX FINANCIAL, INC. located in New York, New York.
Vincent is registered as a RR (Registered Representative) and started their career in finance in 2002. Vincent has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Vincent John Villani's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2022 - Present
PHX FINANCIAL, INC.
Office #1: 100 Wall Street Floor 10, New York, NY 10005March 21, 2014 - June 6, 2022
NATIONAL SECURITIES CORPORATION
September 26, 2012 - March 25, 2014
JOSEPH GUNNAR & CO. LLC
June 25, 2012 - September 28, 2012
JOHN THOMAS FINANCIAL
November 7, 2011 - July 20, 2012
OBSIDIAN FINANCIAL GROUP, LLC
September 9, 2003 - December 18, 2006
AMERICAN CAPITAL PARTNERS, LLC
July 30, 2002 - April 21, 2003
AMERICAN CAPITAL PARTNERS, LLC
March 21, 2002 - July 30, 2002
MILESTONE FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/11/2022)
(8/5/2022)
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(7/19/2022)
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(8/16/2022)
(6/6/2022)
(6/29/2022)
(7/25/2022)
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(6/30/2022)
(8/3/2022)
(7/13/2022)
(7/5/2022)
(10/3/2022)
(6/3/2022)
(6/22/2022)
(6/3/2022)
(7/12/2022)
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(6/3/2022)
(8/16/2022)
(6/3/2022)
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(6/7/2022)
(7/26/2022)
(7/7/2022)
(6/3/2022)
(6/3/2022)
(8/2/2022)
(8/26/2022)
(7/6/2022)
(6/3/2022)
(9/27/2022)
(6/3/2022)
Exams
FINRA
Current Firm
PHX FINANCIAL, INC.
CRD#: 144403 / SEC#: , 8-67653
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
Red Flags
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