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JL

John P. Longobardi Sr

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CRD#: 4367266
JL

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 Paul Longobardi Sr, who also goes by John Paul Longobardi Sr., was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2001. John had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Paul Longobardi Sr.

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

October 20, 2015 - December 5, 2018

IEX SERVICES LLC

BD
CRD#: 167872
New York, NY
Past

July 1, 2013 - August 28, 2015

VIRTU AMERICAS LLC

BD
CRD#: 149823
NEW YORK, NY
Past

March 8, 2010 - July 1, 2013

GETCO SECURITIES, LLC

BD
CRD#: 151233
NEW YORK, NY
Past

January 25, 2010 - March 12, 2010

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 1, 2009 - January 25, 2010

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

July 5, 2001 - September 30, 2009

LABRANCHE & CO. LLC

BD
CRD#: 32661
NEW YORK, NY
Past

April 18, 2001 - June 12, 2001

USI SECURITIES, INC.

BD
CRD#: 43793
GLASTONBURY, CT

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: 10/8/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/21/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IS
IEX SERVICES LLC
IEX SERVICES LLC

CRD#: 167872 / SEC#: , 8-69280

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


Main Address
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
Mailing Address
3 World Trade Ctr 175 Greenwich Street 58th Floor, New York, NY, 10007
Phone number
(646) 343-2000
Established
Delaware since 01/22/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
IEX GROUP, INC.DIRECT OWNER
KATSUYAMA, BRADLEY TOSHIOPRESIDENT/CEO4463961
ASARE, ALPHONSE KWESIFINOP/POO6140970
DUKESHERER, JACK ROBERTVP/CCO/AMLCO5671449
HARKINS, BRYAN MICHAELSVP4285099
RESNICK, CRAIGVP/CFO/TREASURER/PFO5718420
RYAN, RONAN GSVP5724098

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


IEX SERVICES LLC

CRD#: 167872

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