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JO

John L. Oliver

ARTIST CAPITAL LLC
Charlotte, NC 28211
Some features on this profile are disabled
CRD#: 4938716
JO

Professional summary


John Leachman Oliver, who also goes by Jack L Oliver III, Jack L Oliver, Jack Leachman Oliver, III Iii, John Leachman Oliver, is a registered financial professional currently at ARTIST CAPITAL LLC located in Charlotte, North Carolina.

John is registered as a RR (Registered Representative) and started their career in finance in 2005. John has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack L Oliver Iii | Jack L Oliver | Jack Leachman Oliver, Iii Iii | John Leachman Oliver

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) - BD


Click below to view John Leachman Oliver's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

May 22, 2019 - Present

ARTIST CAPITAL LLC

Office #1: 532 Governor Morrison St. Suite 200, Charlotte, NC 28211
BD
CRD#: 153937
Charlotte, NC
Past

September 10, 2018 - July 19, 2019

DOCK SQUARE SECURITIES , LLC

BD
CRD#: 290750
Coral Gables, FL
Past

July 17, 2017 - October 5, 2018

MOELIS & COMPANY LLC

BD
CRD#: 145115
NEW YORK, NY
Past

September 22, 2008 - January 23, 2017

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

August 17, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(5/22/2019)
RR
New York
(5/22/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ARTIST CAPITAL LLC
ARTIST CAPITAL INC. | ARTIST CAPITAL LLC

CRD#: 153937 / SEC#: , 8-68598

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


Main Address
20 West 55th Street 11th Floor, New York, NY 10019
Mailing Address
20 West 55th Street 11th Floor, New York, NY 10019
Phone number
(212) 218-7632
Established
Delaware since 02/29/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
HILLY HUNDREDOWNER, LIMITED PARTNERSHIP
SADOWSKI, DENISE MICHELLECCO, EXECUTIVE REP., HOME OFFICER SUPER., AML SUPER.4368034
SANDS, JONATHAN THOMASPRESIDENT2739071
STOVER, MATTHEW GRAHAMCFO, FINOP5266972

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


ARTIST CAPITAL LLC

CRD#: 153937Charlotte, NC 28211

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