JS
John P. Szafranski
MELIORA CAPITAL
Tulsa, OK 74135
Some features on this profile are disabled
CRD#: 5575754
JS
Professional summary
John Paul Szafranski, who also goes by J.p. Szafranski, is a registered financial advisor currently at MELIORA CAPITAL located in Tulsa, Oklahoma.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J.p. Szafranski
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.
1)Ponderosa Energy Partners, LLC; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Family-owned oil and gas production; Managing Member; May 2018; 1 hours/month; 1 hour/month during securities trading hours; Manage capital budget, bookkeeping 2)Petrodyne, Inc.; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Family-owned oil and gas production; President; Same as Question 5; April 2016; 1 hour/month; 1 hour/month during securities trading hours; Manage capital budget, bookkeeping 3)J.P. Szafranski, CFA Business Consulting; Not investment-related; 2820 E. 44th Ct., Tulsa, OK 74105; Business consulting, Bitcoin mining, Trustee services; Sole proprietor; Same as Question 5; 2013; 2 hours/month; 1 hour/month during securities trading hours; Consulting on company accounting, profitability analysis. Capital budget decisions for Bitcoin mining equipment, bookkeeping. As a co-trustee, I am responsible for managing trust financial obligations, including issuance of payments, and approving and overseeing life insurance and real estate transactions.
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Szafranski'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
September 26, 2014 - Present
MELIORA CAPITAL
Office #1: 5314 S. Yale Ave. Suite 200, Tulsa, OK 74135RIA
CRD#: 172367
Tulsa, OK
Past
August 25, 2008 - August 26, 2014
PINNACLE INVESTMENT ADVISORS
RIA
CRD#: 108086
TULSA, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MELIORA CAPITAL
MELIORA CAPITAL | MELIORA CAPITAL, LLC
CRD#: 172367 / SEC#: 801-118537
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Oklahoma
Registered Investment Advisory firm - (3/18/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(9/26/2014)
IAR
Texas(5/2/2024)
Current Firm
MC
MELIORA CAPITAL
MELIORA CAPITAL | MELIORA CAPITAL, LLC
CRD#: 172367 / SEC#: 801-118537
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Oklahoma
Registered Investment Advisory firm - (3/18/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5314 S. Yale Ave. Suite 200, Tulsa, OK 74135
Mailing Address
Phone number
(918) 619-6710
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 149,209,644 |
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
MELIORA CAPITAL
CRD#: 172367Tulsa, OK 74135TRUST BUT VERIFY
Monitor John Szafranski
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
