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JC

John D. Carroll

CULVERT CAPITAL LLC
DOWNERS GROVE, IL 60515
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CRD#: 5823357
JC

Professional summary


John David Carroll is a registered financial professional currently at CULVERT CAPITAL LLC located in Downers Grove, Illinois.

John is registered as a RR (Registered Representative) and started their career in finance in 2010. John has worked at 7 firms and has passed the Series 99TO, SIE, Series 3, Series 44, Series 7, Series 14, Series 27, Series 24 and Series 4 exams.

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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) - BD


Click below to view John David Carroll'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

April 28, 2022 - Present

CULVERT CAPITAL LLC

Office #1: 4901 Forest Ave Suite C, Downers Grove, IL 60515Office #2: 4901 Forest Ave Suite C, Downers Grove, IL 60515
BD
CRD#: 313898
DOWNERS GROVE, IL
Past

November 8, 2013 - November 15, 2016

SUMO CAPITAL, LLC

BD
CRD#: 146310
CHICAGO, IL
Past

September 28, 2012 - July 1, 2020

TRINITY EXECUTIONS, LLC

BD
CRD#: 159105
CHICAGO, IL
Past

September 4, 2012 - November 1, 2013

DRO-WST TRADING, LLC

BD
CRD#: 121439
CHICAGO, IL
Past

September 4, 2012 - December 10, 2018

MNR EXECUTIONS, LLC

BD
CRD#: 146313
CHICAGO, IL
Past

January 27, 2012 - September 18, 2012

LUPO FUTURES, LLC

BD
CRD#: 155931
CHICAGO, IL
Past

September 17, 2010 - November 28, 2011

SMC OPTION MANAGEMENT, LLC

BD
CRD#: 120857
CHICAGO, IL

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 44
Date: 4/22/2011
PCX Market Maker Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/14/2010
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CULVERT CAPITAL LLC
CULVERT CAPITAL LLC

CRD#: 313898 / SEC#: , 8-70695

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


Main Address
4901 Forest Ave Suite C, Downers Grove, IL 60515
Mailing Address
4901 Forest Ave Suite C, Downers Grove, IL 60515
Phone number
(312) 498-4667
Established
Delaware since 03/03/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERSHED TECHNOLOGIES LLCSOLE MEMBER
BARRY, MICHAEL EDWARDCEO, PRINCIPAL1971845
CARROLL, JOHN DAVIDCHIEF COMPLIANCE OFFICER5823357
CARROLL, JOHN DAVIDFINOP5823357
CARROLL, JOHN DAVIDPRINCIPAL FINANCIAL OFFICER5823357

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CULVERT CAPITAL LLC

CRD#: 313898Downers Grove, IL 60515

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