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Jonathan Dixon

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CRD#: 5018481
JD

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.

Jonathan Dixon was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2005. Jonathan had worked at 6 firms and has passed the Series 63, SIE, Series 55, Series 3 and Series 7 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.
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

May 13, 2015 - March 1, 2021

TOBIN & COMPANY SECURITIES LLC

BD
CRD#: 137918
CHARLOTTE, NC
Past

November 26, 2012 - February 19, 2013

FGC SECURITIES, LLC

BD
CRD#: 158399
NEW YORK, NY
Past

May 24, 2012 - January 4, 2013

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 149758
NEW YORK, NY
Past

April 17, 2009 - May 2, 2012

PHOENIX DERIVATIVES GROUP, LLC

BD
CRD#: 25802
NEW YORK, NY
Past

March 20, 2009 - March 23, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 1, 2005 - May 21, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC

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: 4/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/7/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 11/29/2011
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


T&
TOBIN & COMPANY SECURITIES LLC
TOBIN & COMPANY SECURITIES LLC | TOBIN SOLITARIO SECURITIES LLC | TOBIN ADVISORS LLC | TOBIN ADVISORS II LLC

CRD#: 137918 / SEC#: , 8-67134

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


Main Address
101 South Tryon Street Suite 2700, Charlotte, NC 28280
Mailing Address
P.o. Box 30486, Charlotte, NC 28230
Phone number
(704) 334-2772
Established
North Carolina since 05/12/2005
Firm type
Limited Liability Company
Fiscal year end
June
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#
TOBIN & COMPANY INVESTMENT BANKING GROUP LLCPARENT COMPANY
TOBIN, JUSTINE EIDTCHIEF COMPLIANCE OFFICER1641345

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


TOBIN & COMPANY SECURITIES LLC

CRD#: 137918

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