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JB

John R. Bragg

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CRD#: 734414
JB

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 Russell Bragg, who also goes by J Russell Bragg, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1981. John had worked at 13 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J Russell Bragg

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

June 9, 1989 - December 5, 1989

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
Past

February 8, 1989 - April 20, 1989

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
Past

January 3, 1989 - March 14, 1989

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

November 4, 1988 - November 23, 1988

FIRST AMERICAN CAPITAL RESOURCES, INC.

BD
CRD#: 16818
Past

January 6, 1988 - August 5, 1988

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

August 19, 1987 - December 12, 1987

FIRST AMERICAN CAPITAL RESOURCES, INC.

BD
CRD#: 16818
Past

November 10, 1986 - April 7, 1987

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

May 16, 1985 - January 9, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

March 18, 1985 - April 19, 1985

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595
Past

June 13, 1984 - September 11, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 3, 1984 - June 18, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

October 12, 1983 - March 13, 1984

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

June 15, 1982 - November 10, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

July 20, 1981 - June 24, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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: 12/13/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HS
HAPOALIM SECURITIES USA, INC.
ERNST & COMPANY | INVESTEC ERNST & COMPANY, INC. | INVESTEC ERNST & COMPANY | INVESTEC (US) INCORPORATED | HAPOALIM SECURITIES USA, INC.

CRD#: 266 / SEC#: , 8-3018

BD
Terminated by SEC on 04/01/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/23/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BHI USA HOLDINGS, INC.SHAREHOLDER
FELIX, MICHAEL PAULCEO1015774
FRUCHT, MARK OSCARCFO, FINOP5130492
HAMANI, GABRIELNON-EMPLOYEE BOARD MEMBER6041565
VENEZIA, JOHN JOSEPHCHIEF COMPLIANCE OFFICER
YAIR, TALMORCHAIRMAN OF BOARD OF DIRECTORS6789361

Disclosures


Regulatory Event32
Civil Event1
Arbitration6

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


HAPOALIM SECURITIES USA, INC.

CRD#: 266

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