JT
John P. Toohey
TWO CENTURIES INVESTMENTS
San Antonio, TX 78209
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CRD#: 5647069
JT
Professional summary
John Patrick Toohey is a registered financial advisor currently at TWO CENTURIES INVESTMENTS, LLC located in San Antonio, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Advisor; Astraa; Investment Related: No; 900 East Hamilton Avenue, Suite 430 Campbell California 95008 USA; Astraa is a business unit of Saama Technologies, a privately held technology consulting company.; My role would be Advisor. In other words, I would serve as a subject matter expert for clients in investment industry. There will be other Advisors. The time commitment will amount to a few hours week. Some weeks would involve no hours. It would be rare for the commitment to exceed five hours in a week.; Start date with business: 2023-01-20; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Toohey'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
April 17, 2020 - Present
TWO CENTURIES INVESTMENTS, LLC
Office #1: 7 Chatsworth Way, San Antonio, TX 78209RIA
CRD#: 299570
San Antonio, TX
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
Texas(4/17/2020)
Exams
Current Firm
TC
TWO CENTURIES INVESTMENTS, LLC
TWO CENTURIES INVESTMENTS, LLC
CRD#: 299570 / SEC#:
Florida
Registered Investment Advisory firm - (2/26/2020 Approved)New Jersey
Registered Investment Advisory firm - (12/13/2018 Approved)Texas
Registered Investment Advisory firm - (4/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Hopewell, NJ
Mailing Address
Phone number
(609) 865-1519
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 7,319,581 |
Red Flags
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