JD
John R. D'anna
PERELLA WEINBERG PARTNERS LP
Houston, TX 77002
Some features on this profile are disabled
CRD#: 5387688
JD
Professional summary
John R. D'anna JR., who also goes by Rusty D'anna, Rusty Danna, is a registered financial professional currently at PERELLA WEINBERG PARTNERS LP located in Houston, Texas.
John is registered as a RR (Registered Representative) and started their career in finance in 2007. John has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Rusty D'anna | Rusty Danna
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.
CRS (Client Relationship Summary) - BD
Click below to view John R. D'anna 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®
NoneExperience
Current
December 17, 2024 - Present
PERELLA WEINBERG PARTNERS LP
Office #1: 1111 Bagby Suite 4900, Houston, TX 77002BD
CRD#: 138618
Houston, TX
Past
August 28, 2014 - December 31, 2024
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
BD
CRD#: 129772
HOUSTON, TX
Past
January 11, 2010 - September 19, 2014
CREDIT SUISSE SECURITIES (USA) LLC
RIA
CRD#: 816
HOUSTON, TX
Past
December 23, 2009 - September 19, 2014
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
HOUSTON, TX
Past
December 20, 2007 - December 17, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
ATLANTA, GA
Past
September 21, 2007 - December 17, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
ATLANTA, GA
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
Alabama(12/17/2024)
RR
Arizona(12/17/2024)
RR
California(12/17/2024)
RR
Colorado(12/17/2024)
RR
Connecticut(12/17/2024)
RR
Delaware(12/17/2024)
RR
District of Columbia(12/17/2024)
RR
Florida(12/17/2024)
RR
Georgia(12/17/2024)
RR
Idaho(12/17/2024)
RR
Illinois(12/17/2024)
RR
Indiana(12/17/2024)
RR
Iowa(12/17/2024)
RR
Kansas(12/17/2024)
RR
Kentucky(12/17/2024)
RR
Louisiana(12/17/2024)
RR
Maine(12/17/2024)
RR
Maryland(12/17/2024)
RR
Massachusetts(1/1/2025)
RR
Michigan(12/17/2024)
RR
Minnesota(12/17/2024)
RR
Mississippi(12/17/2024)
RR
Missouri(12/17/2024)
RR
Nevada(1/1/2025)
RR
New Jersey(12/17/2024)
RR
New York(12/17/2024)
RR
North Carolina(1/1/2025)
RR
Ohio(12/17/2024)
RR
Oklahoma(12/17/2024)
RR
Oregon(1/1/2025)
RR
Pennsylvania(12/18/2024)
RR
Rhode Island(12/17/2024)
RR
South Dakota(12/17/2024)
RR
Texas(12/17/2024)
RR
Utah(1/1/2025)
RR
Vermont(12/17/2024)
RR
Virginia(1/1/2025)
RR
Washington(12/17/2024)
RR
West Virginia(1/1/2025)
RR
Wisconsin(12/17/2024)
RR
Wyoming(12/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERELLA WEINBERG PARTNERS LP
PADCO ADVISORS L.P. | TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC | TUDOR, PICKERING, HOLT & CO. | TUDOR PICKERING HOLT & CO ADVISORS LP | TPH&CO. THE ENERGY BUSINESS OF PERELLA WEINBERG | TPH&CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH&CO. | TPH & CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH & CO. | PWP SECURITIES | PERELLA WEINBERG PARTNERS LP | PERELLA WEINBERG | PADCO ADVISORS LLC
CRD#: 138618 / SEC#: , 8-67167
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
767 Fifth Avenue, New York, NY 10153
Mailing Address
767 Fifth Avenue, New York, NY 10153
Phone number
(212) 287-3200
Established
Delaware since 10/11/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PERELLA WEINBERG PARTNERS GROUP LP | LIMITED PARTNER | |
| BEDNAR, ANDREW THOMAS | PARTNER AND CHIEF EXECUTIVE OFFICER | 1856221 |
| D'ANNA, JOHN R. JR. | PARTNER, HEAD OF SALES | 5387688 |
| GOTTSCHALK, ALEXANDRA KATHLEEN | PARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5864478 |
| KAMEN, JUSTIN BARTHOLOMEW | CHIEF LEGAL OFFICER AND CORPORATE SECRETARY | 7047700 |
| MICHAEL, STEPHEN CHADWICK | PRESIDENT OF TPH&CO. | 4430416 |
| NORDEN, VIVIANA CARMONA | FINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 4886485 |
| PADCO GP LLC | GENERAL PARTNER | |
| RAMANAND, ROSEANNE NANDANI | CHIEF COMPLIANCE OFFICER AND AML OFFICER | 5063023 |
| WEINBERG, PETER AMORY | CHAIRMAN AND CO-FOUNDER | 2100495 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PERELLA WEINBERG PARTNERS LP
CRD#: 138618Houston, TX 77002TRUST BUT VERIFY
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