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JD

John L. Depalo

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CRD#: 65707
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John L Depalo, who also goes by Jack Depalo, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1970. John had worked at 12 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Depalo

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 17, 1995 - January 4, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

May 4, 1993 - December 13, 1994

S. D. COHN & CO., INC.

BD
CRD#: 27827
HAUPPAUGE, NY
Past

June 8, 1990 - June 4, 1992

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

October 16, 1989 - May 11, 1990

WELLSHIRE SECURITIES, INC.

BD
CRD#: 17939
Past

May 24, 1989 - November 9, 1989

SILVER, GRAY & CO., INC.

BD
CRD#: 6017
Past

September 2, 1987 - May 4, 1989

WALL STREET EQUITIES INCORPORATED

BD
CRD#: 18432
NEW YORK, NY
Past

January 25, 1979 - August 12, 1987

COSENTINO & DE FELICE, INC.

BD
CRD#: 6054
Past

February 3, 1978 - January 8, 1979

JAY W. KAUFMANN & CO.

BD
CRD#: 2402
Past

January 11, 1977 - February 20, 1978

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
Past

October 8, 1974 - January 22, 1977

JAY W. KAUFMANN & CO.

BD
CRD#: 2402
Past

June 27, 1974 - October 19, 1974

ADVEST, INC.

BD
CRD#: 10
Past

November 15, 1971 - June 1, 1974

EDWARDS & HANLY

BD
CRD#: 6554
Past

September 1, 1970 - December 29, 1971

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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


State Security Law Exam
RR
Series 63
Date: 5/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/8/1964
Registered Representative Examination

Current Firm


J&
JOSEPHTHAL & CO., INC.
JOSEPHTHAL & CO INC | ROSENKRANTZ, EHRENKRANTZ, LYON & ROSS INCORPORATED | ROSENKRANTZ LYON & ROSS INCORPORATED | JOSEPHTHAL LYON & ROSS INCORPORATED | JOSEPHTHAL & CO., INC.

CRD#: 3227 / SEC#: , 8-5651

BD
Terminated by SEC on 06/24/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 06/20/1956
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JOSEPHTHAL CAPITAL GROUP, INC.PARENT
AGOSTA, SALVATORE FRANKCHIEF FINANCIAL OFFICER1253738
FICHTNER, HENRY ARTHURNATIONAL MANAGER-RETAIL DIVISION-VICE PRESIDENT1327009
FITZGERALD, PAUL HENRYCEO - CHAIRMAN - PRESIDENT - CHIEF OPERATING OFFICER - DIRECTOR812775
HURLEY, KEVIN BRADYCOMPLIANCE DIRECTOR1293748
KRONENBERG, DAVID HIRSCHCHIEF ADMINISTRATIVE OFFICER1799665
MATYCKAS, EDWARD STANLEYCROP/SROP1405961
MCCABE, DONALD GERARDGENERAL COUNSEL - REGULATION & LITIGATION - ASSISTANT SECRETARY1367480
MCNAMARA, DENNIS PATRICKGENERAL COUNSEL - CORPORATE-VICE PRESIDENT2938486

Disclosures


Regulatory Event32
Arbitration12

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


JOSEPHTHAL & CO., INC.

CRD#: 3227

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