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JW

John S. Weymouth

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CRD#: 464303
JW

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 Stanley Weymouth was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1970. John had worked at 8 firms and has passed the Series 63, Series 3, Series 1 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.
LPB = LISHLINWEY BUSINESS PARTNERS LP, IS AN AFFILIATE FORMED BY J. WEYMOUTH TO PROVIDE TAX ADVANTAGES WHEN RECEIVING REFERRAL OR PERFORMANCE FEES FROM VARIOUS PRIVATE PLACEMENTS THE ADVISER RECOMMENDS AS INVESTMENTS TO CLIENTS. LBP DISTRIBUTES THE FEES TO THE FIRMS MEMBERS, INCLUDING JOHN WEYMOUTH, THE FIRM'S MANAGING MEMBER. J. WEYMOUTH SPENDS APPROXIMATELY 3 HOURS PER YEAR ON THE FIRM, DURING BUSINESS HOURS. IT IS NOT AN INVESTMENT-RELATED FIRM, PER SE. MR. WEYMOUTH FORMED LBP LP ON 9.6.2011.

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 8, 2007 - January 30, 2009

INVESTMENT SECURITY CORPORATION

BD
CRD#: 47536
CALABASAS, CA
Past

April 23, 2001 - December 31, 2004

SANTA BARBARA SECURITIES, INC.

BD
CRD#: 8499
SANTA BARBARA, CA
Past

June 28, 2000 - March 12, 2007

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
SANTA BARBARA, CA
Past

April 25, 2000 - December 31, 2023

SANTA BARBARA ADVISORS, INC.

RIA
CRD#: 134239
SANTA BARBARA, CA
Past

December 31, 1980 - June 29, 2000

SANTA BARBARA SECURITIES, INC.

BD
CRD#: 8499
SANTA BARBARA, CA
Past

January 31, 1980 - March 17, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

November 14, 1972 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

November 1, 1972 - November 14, 1972

BLYTH & CO., INC.

BD
CRD#: 99
Past

July 29, 1970 - November 9, 1972

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

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: 12/19/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/6/1967
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


IS
INVESTMENT SECURITY CORPORATION
INVESTMENT SECURITY CORPORATION

CRD#: 47536 / SEC#: , 8-51832

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


Main Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Mailing Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Phone number
(818) 225-9529
Established
California since 01/19/1999
Firm type
Corporation
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (8 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#
LEACH, RICHARD ALANPRESIDENT AND CHIEF COMPLIANCE OFFICER1846766
LANE, NICOLE S.FINANCIAL AND OPERATIONS PRINCIPAL5811589
LUBIN, LEE DAVIDGENERAL COUNSEL4303526

Disclosures


Regulatory Event3

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


INVESTMENT SECURITY CORPORATION

CRD#: 47536

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