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JC

John R. Calia

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CRD#: 727953
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.

John Richard Calia was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1981. John had worked at 6 firms and has passed the Series 63 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)


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 7, 2008 - October 26, 2009

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

May 23, 2006 - January 14, 2008

RICE FINANCIAL PRODUCTS COMPANY

BD
CRD#: 21606
HOBOKEN, NJ
Past

February 10, 2005 - May 31, 2006

M. R. BEAL & COMPANY

BD
CRD#: 22088
NEW YORK, NY
Past

June 11, 2003 - May 3, 2004

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

February 27, 1984 - February 20, 2003

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 13, 1981 - February 22, 1984

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 5/18/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


J&
JESUP & LAMONT SECURITIES CORP
BROADMARK CAPITAL CORP | JESUP & LAMONT SECURITIES CORP. | JESUP & LAMONT SECURITIES CORP | BROADMARK SECURITIES CORPORATION | BROADMARK CAPITAL CORP.

CRD#: 39056 / SEC#: , 8-48893

BD
Terminated by SEC on 11/23/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 07/27/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JESUP AND LAMONT, INCOWNER
HOLUB, WILLIAM CFINOP, CFO, COO, CCO2680290

Disclosures


Regulatory Event15
Arbitration3

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


JESUP & LAMONT SECURITIES CORP

CRD#: 39056

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