JC
Joshua Crapps
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CRD#: 6698661
JC
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.
Joshua Crapps was a registered financial professional .
Joshua is a previously registered financial professional and started their career in finance in 2016. Joshua had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Joshua Daniel Crapps Law Firm PA, non-investment, 4330 Fairway Drive Jacksonville, FL 32210, legal services, Attorney/Owner, start date 11/01/2011, 5 hours monthly, 0 during trading hours, attend board meetings for an electric company and review any contracts they have with vendors such as right of way maintenance. If they get sued I find outside council to represent them. I only have one client. Board member/officer/director - Managing member Brown-Crapps Family Holdings LLC, real estate investment, 4330 Fairway Drive Jacksonville, FL 32210, real estate holding company, Manager, started 05/29/2015, 0 hours monthly, no active duties Agent of a Corporation, 376 SW Broderick Drive, Lake City, Fl. 32025, started 10/22/2014, registered agent. I have no role. A prior partner of mine when I was in private practice was listed as the registered agent of this LLC. When he was no longer with the firm Deerly Loved 2 switched the registered agent to me. I do not know these people and do not have anything to do with them, but disclosing this because I am still listed as the registered agent as of the date of this submission. 9/4/17 Treasurer, St. Mark's Episcopal Day School Parent's association. I go over the expenses to make sure they are in line with the budget. 2 hours per month. -0- compensation. 03/01/2021 - Member of a Limited Liability Company. Daniel Crapps Family, LLC. 2806 W US Hwy 90, Lake City, Fl. 32055. No position. Father owns a small business that had a 401k. The only plan members were myself, mom, dad, and sister. At some point in 2021, based on a recommendation from his CPA, he decided to terminate the plan and he moved all of the assets of the 401k into an entity called Crapps Family, LLC. My father is the Equitable client invested in this entity. No role or responsibilities. -0- hours and -0- compensation. 2/23/22 Board Member, Florida Sheriffs Youth Ranches, 1813 Cecil Webb Place, Live Oak, Fl. 32060. Serve as a non-paid board member to oversee the management of the organization. Monitor and adopt board policies of the ranch. The organization is a non-profit that provides housing and education to at risk youth in Florida. 4 hours per month, no compensation.
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®
NoneExperience
Past
October 12, 2023 - April 2, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
October 10, 2023 - April 2, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Ponte Vedra Beach, FL
Past
January 27, 2017 - October 13, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
JACKSONVILLE, FL
Past
December 5, 2016 - October 13, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
JACKSONVILLE, FL
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
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AP
AMERICAN PORTFOLIOS ADVISORS, INC
21ST CENTURY FINANCIAL SERVICES | ROSSITER FINANCIAL GROUP | ROONEY TAX & FINANCIAL SERVICES | ROHN HEIN ASSOCIATES | RJG TAX & CAPITAL SOLUTIONS, INC. | RIGHT FINANCIAL ADVISOR | RETIREMENT RESOURCE NETWORK | REISNER HUDEPOHL FINANCIAL SERVICES, INC. | PROFESSIONAL PLANNING SERVICES | PREFERRED FINANCIAL GROUP | PPS ADVISORS INC. | PINNACLE WEALTH MANAGEMENT | PINNACLE TAX ADVISORS | PERRY FINANCIAL GROUP | PENN PLAZA ASSOCIATES | PEARSON FINANCIAL ADVISORS | PEAK WEALTH SOLUTIONS | PATHWAY FINANCIAL GROUP OF CENTRAL FLORIDA | PASSPORT WEALTH | PARTNERS ALLIANCE | PALMER INSURANCE & FINANCIAL SERVICES, INC. | OSTAPOW FINANCIAL SERVICES | NORTHRIVER FINANCIAL GROUP, LLC | NORTHERN ADVISORY GROUP | NORTHEAST RISK MANAGEMENT GROUP, INC. | NORTH SHORE WEALTH MANAGEMENT ADVISORS | NORTH POINT ADVISORS INC. | NASSAU WEALTH MANAGEMENT | MURPHY FINANCIAL GROUP | MS BALLIN FINANCIAL STRATEGIES | MORROW FINANCIAL SERVICES | MKB ASSOCIATES, INC. | MILLER, CHRISTIAN & ZWIEBEL ASSET MGMT CORP | MFI RETIREMENT PLANNING ASSOCIATES | MCM INVESTOR SERVICES | MAP ESTATE PLANNING | MANZI, PINO ADVISORY SERVICES, LLC | MALCOLM WEBB WEALTH MANAGEMENT | MAGII, INC. | MADISON WEALTH MANAGERS | LYTLE & COMPANY | LOFTUS FINANCIAL, LLC | LIVE OAK WEALTH MANAGEMENT | LIBRA FINANCIAL GROUP | LEA FINANCIAL GROUP | LAPORTE WEALTH MANAGEMENT GROUP | KT WEALTH GROUP | KLYMAN FINANCIAL | K&R TAX AND FINANCIAL SERVICES, INC. | JOSEPH MCPHERSON, CFP | JMR FINANCIAL SERVICES | JMAC ADVISORS, INC. | JEM WEALTH MANAGEMENT | JCD ASSOCIATES INC. | J FERGUSON FINANCIAL, INC. | IVALUE FINANCIAL PLANNING, LLC | ITP PARTNERS, LLC | INVESTORS CHOICE FINANCIAL SERVICES INC. | INVERNESS FINANCIAL GROUP, INC. | INSIGHT CAPITAL MANAGEMENT | INFINITY TAX & FINANCIAL PLANNING | INDIANO & CO CPAS INC. | HUNTLEY FINANCIAL SERVICES, INC | HOPPER MCMILLIN | HIGHLAND WEALTH MANAGEMENT, LLC | HARRY KATZ & ASSOCIATES | HADDON PLANNING GROUP | GUIDANCE LIFE & FINANCIAL | GROSS FINANCIAL SERVICE | GOLDNER FINANCIAL GROUP | GOLDEN GATE FINANCIAL PARTNERS | GO FINANCIAL SERVICES | GENEVA WEALTH MANAGEMENT | GATTUSO FINANCIAL SERVICES | GARRY PRIVATE WEALTH RESOURCES, LLC | GALLANT INSURANCE INVESTMENTS | G.S. WEALTH MANAGEMENT, CORP. | FRANKLIN HAROLD FINANCIAL, LLC | FORTRESS FINANCIAL SERVICES, INC. | FORGE FINANCIAL ADVISORS | FOCUS FINANCIAL GROUP | FISCH FINANCIAL | FINGER LAKES INVESTMENTS CORP. | FINEST FINANCIAL GROUP | FINESCO ASSOCIATES | FINANCIAL SOLUTIONS | FINANCIAL PLANNING ADVISORY SERVICES, INC. | FINANCIAL DESIGN GROUP INC. | ESPARZA GROUP | ELITE WEALTH STRATEGIES | EAST END PLANNING, INC. | DIDDEL & DIDDEL | DEMPSEY WEISS & ASSOCIATES | DELORENZO FINANCIAL GROUP, LLC | DANIELS FINANCIAL SERVICES | DANIEL N SAXE INCOME TAX INC | CYSNER FINANCIAL SERVICES, INC. | CREATIVE CAPITAL GROUP | COX WEALTH MANAGEMENT, LLC | COLLINS WEALTH MANAGEMENT | COBRITY FINANCIAL | COACTIVE WEALTH STRATEGISTS, LLC | CLEARVIEW FINANCIAL SERVICES | CLAYTON FINANCIAL INC. | CLARK & COMPANY | CLARITY WEALTH MANAGEMENT LLC | CHARLETON FINANCIAL | CHAMPLAIN WEALTH MANAGEMENT | CF PROFESSIONAL, INC | CERTIFIED CONSULTING SERVICES | CAVE WEALTH MANAGEMENT | CARROLL FINANCIAL SERVICES, INC. | CARLOZZI FINANCIAL SERVICES | CARING FINANCIAL SERVICES LLC | CAPITAL WEALTH & TAX MANAGEMENT, LLC | CAPITAL BUSINESS STRATEGIES | CAPE COD WEALTH STRATEGIES & INSURANCE SERVICES, LLC. | BRAVERA PLANNING & INVESTING | BOCKLET WEALTH MANAGEMENT | BLANK FINANCIAL GROUP | BHT WEALTH MANAGEMENT, LLC. | BEVERLY CURMANSKIE FINANCIAL LLC | BELMONT TAX AND FINANCIAL SERVICES | BEDNAR FINANCIAL GROUP, LLC | BARONS FINANCIAL STRATEGIES, INC. | BARBARA TREADWELL, LLC | BAKER FINANCIAL GROUP | BAILEY FINANCIAL PLANNING, LLC | ATT FINANCIAL GROUP | ASSET & WEALTH MANAGEMENT GROUP LLC | ASPIRE FINANCIAL GROUP, LLC | ANGELO PLANNING GROUP, LLC | AMERICAN PREMIER FINANCIAL GROUP | AMERICAN PORTFOLIOS ADVISORS. INC | AMERICAN PORTFOLIOS ADVISORS, INC | ADVANTAGE WEALTH MANAGEMENT | ADVANTAGE RETIREMENT SOLUTIONS | ABS WEALTH MANAGEMENT | ABEL WEALTH MANAGEMENT, LLC | A. GEOFFREY WADE FINANCIAL SERVICES LLC | A. DEGREGORIO JR. LLC | 76 WEALTH ADVISORY...
CRD#: 112697 / SEC#: 801-61065
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Contact information
Main Address
4250 Veteran's Memorial Highway 4th. Floor, Suite 420e, Holbrook, NY 11741
Mailing Address
Phone number
631-439-4600 X156
Established
Firm type
Fiscal year end
# of Employees
700
Regulatory assets under management
| Total Number of Accounts | 54,553 |
| AUM (Assets Under Management) | $ 13,083,636,201 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/25/2024 |
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.
