JB

John D. Bonsell

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CRD#: 4784072
JB

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 David Bonsell, who also goes by John Bonsell, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2004. John had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Bonsell

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.

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 21, 2019 - July 20, 2020

LOWRY CAPITAL MANAGEMENT CORPORATION

RIA
CRD#: 157658
PALM BEACH GARDENS, FL
Past

September 3, 2009 - May 12, 2010

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

March 13, 2008 - September 10, 2009

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

October 12, 2005 - March 5, 2008

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
COLUMBIA, MD
Past

April 15, 2005 - March 5, 2008

NYLIFE SECURITIES LLC

BD
CRD#: 5167
COLUMBIA, MD
Past

May 24, 2004 - March 31, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
COLUMBIA, MD
Past

May 10, 2004 - March 31, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
IAR
Series 66
Date: 5/20/2004
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


LC
LOWRY CAPITAL MANAGEMENT CORPORATION
LOWRY CAPITAL MANAGEMENT CORPORATION

CRD#: 157658 / SEC#:

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Contact information


Main Address
11300 U.s. Highway One Suite 400, Palm Beach Gardens, FL 33408
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LOWRY CAPITAL MANAGEMENT CORPORATION

CRD#: 157658

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