John B. Kubinak
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 Brendan Kubinak, who also goes by John Kubinak, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2016. John had worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 1, 2023 - September 3, 2024
WHITE OAK MERCHANT PARTNERS LLC
August 8, 2016 - July 27, 2021
HOULIHAN LOKEY CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WHITE OAK MERCHANT PARTNERS LLC
CRD#: 140142 / SEC#: , 8-67283
Contact information
FINRA licenses (5 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
