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JC

John M. Cosgrove

STRATHMORE GROUP LLC
Southampton, NY 11968-4946
Some features on this profile are disabled
CRD#: 5167473
JC

Professional summary


John Morgan Cosgrove JR, who also goes by John Morgan Cosgrove, is a registered financial professional currently at STRATHMORE GROUP LLC located in Southampton, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 2009. John has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Morgan Cosgrove

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 Morgan Cosgrove JR's 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 1, 2020 - Present

STRATHMORE GROUP LLC

Office #1: 263 Little Plains Road, Southampton, NY 11968-4946
BD
CRD#: 306089
Southampton, NY
Past

October 25, 2017 - October 10, 2019

TPG CAPITAL BD, LLC

BD
CRD#: 143876
New York, NY
Past

May 11, 2015 - October 23, 2017

RIVERSTONE CAPITAL SERVICES LLC

BD
CRD#: 172056
NEW YORK, NY
Past

July 24, 2009 - October 28, 2010

GENESIS GLOBAL TRADING, INC

BD
CRD#: 136962
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
Florida
(5/12/2020)
RR
Georgia
(7/2/2020)
RR
Illinois
(8/13/2020)
RR
New York
(5/1/2020)
RR
Ohio
(8/11/2020)
RR
Texas
(8/19/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 7/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/29/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SG
STRATHMORE GROUP LLC
STRATHMORE GROUP LLC

CRD#: 306089 / SEC#: , 8-70433

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


Main Address
263 Little Plains Road, Southampton, NY 11968-4946
Mailing Address
263 Little Plains Road, Southampton, NY 11968-4946
Phone number
(516) 455-5028
Established
Delaware since 12/10/2018
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
COSGROVE, JOHN MORGAN JRMANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND EXECUTIVE REPRESENTATIVE5167473
CUCCIA, GARY JOHNPRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER1386493

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


STRATHMORE GROUP LLC

CRD#: 306089Southampton, NY 11968-4946

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