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JD

John E. Dalby

HENNION & WALSH
Parsippany, NJ 07054-1018
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CRD#: 6108863
JD

Professional summary


John Edward Dalby, who also goes by John E Dalby, John Dalby, is a registered financial professional currently at HENNION & WALSH, INC. located in Parsippany, New Jersey.

John is registered as a RR (Registered Representative) and started their career in finance in 2013. John has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John E Dalby | John Dalby

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 Edward Dalby's CRS (Customer Relationship Summary).
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

September 15, 2017 - Present

HENNION & WALSH, INC.

Office #1: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
BD
CRD#: 25766
Parsippany, NJ
Past

August 15, 2015 - September 14, 2017

FIRST STANDARD FINANCIAL COMPANY LLC

BD
CRD#: 168340
STATEN ISLAND, NY
Past

January 1, 2013 - November 22, 2013

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ

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
New Jersey
(9/15/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 1/11/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HENNION & WALSH, INC.
HENNION & WALSH, INC. | NORI, HENNION, WALSH, INC.

CRD#: 25766 / SEC#: , 8-41988

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


Main Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Mailing Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Phone number
(973) 299-8989
Established
New Jersey since 10/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HENNION, RICHARDEXECUTIVE VICE PRESIDENT1315386
WALSH, WILLIAM WALTERPRESIDENT1174993
FITZSIMMONS, PHILLIPCHIEF COMPLIANCE OFFICER1625889
HENNION, WILLIAMVICE PRESIDENT2048378
KOWALSKI, STEPHEN GEORGEVICE PRESIDENT1919574
MAHN, KEVIN DOUGLASMANAGING DIRECTOR2519398
WURST, WENDY ANNFINOP, TREASURER1902879

Disclosures


Regulatory Event12
Arbitration6

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


HENNION & WALSH, INC.

CRD#: 25766Parsippany, NJ 07054-1018

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