John Daniel Hart
Professional Summary
John Daniel Hart is a registered financial advisor currently at P & M CORPORATE FINANCE, LLC located in Southfield, Michigan. John is registered as a RR (Registered Representative) and started their career in finance in 2005. John has worked at 1 firm and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
P & M CORPORATE FINANCE, LLC | PMCF
Contact Information
Main Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606Mailing Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606Phone Number
(312) 602-3583Established
Michigan since 11/21/1995Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (47 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PMCF HOLDING COMPANY, LLC | OWNER | — |
| BARBER, PAMELA JOY | CFO | 5489840 |
| BARBER, PAMELA JOY | PFO, POO, FINOP | 5489840 |
| HART, JOHN DANIEL | MANAGING DIRECTOR, TREASURER AND SECRETARY, BOARD MEMBER | 4967611 |
| JAMISON, MATTHEW GORDON | MANAGING DIRECTOR, BOARD MEMBER, PRESIDENT | 4644597 |
| LESSER, JOHN JAMES | BOARD MEMBER | 4454195 |
| MD HOLDCO, LLC | MANAGING MEMBER | — |
| P & M HOLDING GROUP, LLP | PARENT MEMBER | — |
| WAGNER, JOSEPH DONALD | MANAGING DIRECTOR, BOARD MEMBER | 4749753 |
| WISNIEWSKI, CAROLINE ELIZABETH | CHIEF COMPLIANCE OFFICER | 1463513 |
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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.
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State Registrations and Notice Filings
(1/3/2018)
(1/3/2018)
(1/5/2011)
(1/2/2014)
(12/5/2007)
(1/2/2014)
(1/7/2015)
(12/5/2007)
(1/5/2011)
(1/5/2011)
(1/2/2014)
(1/3/2018)
(1/2/2014)
(11/1/2005)
(1/2/2013)
(1/2/2014)
(1/3/2018)
(1/5/2011)
(1/3/2018)
(1/2/2014)
(3/8/2007)
(12/5/2007)
(1/3/2018)
(1/3/2018)
(12/6/2007)
(1/3/2018)
(1/5/2011)
(1/7/2015)
(1/7/2015)
(8/24/2011)
(1/3/2018)
(1/3/2018)
(1/5/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Daniel Hart's CRS (Customer Relationship Summary).
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