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JV

Joseph N. Vet

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CRD#: 4967341
JV

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.

Joseph Newton Vet, who also goes by Joseph N Vet, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2005. Joseph had worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph N Vet

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 17, 2016 - September 2, 2022

XT CAPITAL PARTNERS, LLC

BD
CRD#: 118719
SOUTHPORT, CT
Past

October 6, 2008 - May 19, 2016

XT CAPITAL PARTNERS, LLC

BD
CRD#: 118719
SOUTHPORT, CT
Past

June 16, 2005 - July 3, 2008

CUE CAPITAL LIMITED PARTNERSHIP

BD
CRD#: 132503
MIAMI, FL

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: 6/30/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


XC
XT CAPITAL PARTNERS, LLC
XT CAPITAL PARTNERS | XT CAPITAL PARTNERS, LLC

CRD#: 118719 / SEC#: , 8-53683

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


Main Address
223 High Meadow Road, Southport, CT 06890
Mailing Address
P.o. Box 551, Westport, CT 06880
Phone number
(212) 909-2680
Established
Delaware since 10/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 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#
COCHRAN, JULIE MICHELLEMANAGING PARTNER/CHIEF EXECUTIVE OFFICER4298567
MINARD, FRANK PELL LAWRENCEMANAGING PARTNER1251387
MINARD, MARION LYNNEMANAGING PARTNER/CHIEF COMPLIANCE OFFICER3023500
KAPPOTIS, ERNEST DOMENICFINOP4871251

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


XT CAPITAL PARTNERS, LLC

CRD#: 118719

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