John F. Boc

MERIDIAN INVESTMENTS

VIENNA, VA 22182

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CRD#: 707131

Professional summary

John Francis Boc is a registered financial professional currently at MERIDIAN INVESTMENTS, INC. located in Vienna, Virginia.

John is registered as a RR (Registered Representative) and started their career in finance in 1980. John has worked at 4 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE, Series 1, Series 26 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

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

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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

January 28, 1983 - Present

MERIDIAN INVESTMENTS, INC.

Office #1: 8065 Leesburg Pike 504, Vienna, VA 22182

CRD#: 13225

VIENNA, VA

Past

December 22, 2010 - July 29, 2011

MERIDIAN CAPITAL PARTNERS, LLC

CRD#: 132192

QUINCY, MA

Past

October 28, 2004 - December 16, 2005

MERIDIAN CAPITAL PARTNERS, LLC

CRD#: 132192

QUINCY, MA

Past

September 24, 1982 - October 11, 1983

M C ENERGY SECURITIES CORPORATION

CRD#: 8542

Past

April 22, 1980 - April 23, 1982

ENI CORPORATION

CRD#: 5693

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(5/19/1986)

Florida
(5/26/1993)

Georgia
(4/29/1993)

Indiana
(3/16/1993)

Iowa
(12/14/1992)

Kentucky
(1/17/2008)

Maryland
(11/2/2011)

Massachusetts
(3/21/1984)

Michigan
(5/19/1993)

Minnesota
(6/2/1987)

Missouri
(6/25/1992)

Nebraska
(4/8/1993)

New Hampshire
(6/7/1985)

New Mexico
(5/13/1993)

New York
(10/13/1987)

North Carolina
(4/22/1993)

Ohio
(1/26/1993)

Oklahoma
(7/19/1985)

Pennsylvania
(8/6/2009)

Rhode Island
(6/12/1985)

Texas
(8/17/2009)

Utah
(6/18/1993)

Virginia
(8/6/2009)

Wisconsin
(5/21/1993)

Exams

State Security Law Exam

Series 63

Date: 4/29/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 4/12/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/8/1985

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 39

Date: 3/10/1983

Direct Participation Programs Principal Examination

SRO Registrations

FINRA

Current Firm

MERIDIAN INVESTMENTS, INC.

CRD#: 13225 / SEC#: , 8-29124

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

8065 Leesburg Pike 504, Vienna, VA 22182

Mailing Address

8065 Leesburg Pike 504, Vienna, VA 22182

Phone number

(301) 983-5000

Established

Massachusetts since 04/22/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BOC, JOHN FRANCIS	CHAIRMAN/CEO/TREASURER/DIRECTOR	707131
CASEY, JOHN PETER	VICE CHAIRMAN/DIRECTOR	731545
MCDERMOTT, JEREMIAH JOHN	PRESIDENT, DIRECTOR, ASSISTANT TREASURER	2205038
BRILMAN, ROMAN	EXECUTIVE REP, CCO, AMLCO	4250758
PAYNE, KIMBERLY E	FINOP, CFO	5531223

Disclosures

Regulatory Event

Red Flags

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Advisor Monitoring

Firm Stability Insights

John F. Boc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Francis Boc's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN CAPITAL PARTNERS, LLC

MERIDIAN CAPITAL PARTNERS, LLC

M C ENERGY SECURITIES CORPORATION

ENI CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/1980

Series 22TO

Date: 1/2/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 4/12/1980

Series 26

Date: 2/8/1985

Series 39

Date: 3/10/1983

FINRA

Current Firm

MERIDIAN INVESTMENTS, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MERIDIAN INVESTMENTS, INC.

TRUST BUT VERIFY

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