AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Joseph B. Longino

COMMERCE STREET CAPITAL
Dallas, TX 75202
Some features on this profile are disabled
CRD#: 6613875
JL

Professional summary

Joseph Beasley Longino JR. is a registered financial professional currently at COMMERCE STREET CAPITAL, LLC located in Dallas, Texas.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2016. Joseph has worked at 2 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.

top-8-questions

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 Joseph Beasley Longino JR.'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

April 18, 2016 - Present

COMMERCE STREET CAPITAL, LLC

Office #1: 1445 Ross Ave. Suite 2700, Dallas, TX 75202
BD
CRD#: 143797
Dallas, TX
Past

May 19, 2016 - August 15, 2018

COMMERCE STREET INVESTMENT MANAGEMENT

RIA
CRD#: 144278
DALLAS, TX

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
California
(1/26/2017)
RR
Florida
(1/26/2017)
RR
Idaho
(12/15/2016)
RR
Indiana
(3/29/2017)
RR
New York
(1/26/2017)
RR
North Carolina
(1/26/2017)
RR
Ohio
(1/26/2017)
RR
Oklahoma
(3/29/2017)
RR
South Carolina
(11/30/2017)
RR
Tennessee
(11/30/2017)
RR
Texas
(5/19/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/29/2016
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
COMMERCE STREET CAPITAL, LLC
COMMERCE STREET CAPITAL, LLC

CRD#: 143797 / SEC#: , 8-67606

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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
1445 Ross Ave. Suite 2700, Dallas, TX 75202
Mailing Address
1445 Ross Ave. Suite 2700, Dallas, TX 75202
Phone number
(214) 545-6800
Established
Texas since 01/18/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
COMMERCE STREET HOLDINGS, LLCMEMBER
GROSS, WILLIAM DUDLEYCHAIRMAN1032405
HASHAWAY, BOBBY LEECCO, COO, EVP, SECRETARY5675925
JOHN, VARKEY (NMN)FINOP4530162
WILEY, DORY ALANPRESIDENT, CEO2034240

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

COMMERCE STREET CAPITAL, LLC

CRD#: 143797Dallas, TX 75202

TRUST BUT VERIFY

Monitor Joseph Longino

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
AG
Adam GelmonAdvisorCheck Check Mark
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
IAR
RR
Dallas, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.