JC
Jack W. Callahan
REVOLUT SECURITIES
New York, NY 10006
Some features on this profile are disabled
CRD#: 7388029
JC
Professional summary
Jack William Callahan, who also goes by Jack William Callahan III, is a registered financial professional currently at REVOLUT SECURITIES INC. located in New York, New York.
Jack is registered as a RR (Registered Representative) and started their career in finance in 2021. Jack has worked at 2 firms and has passed the Series 66, Series 3, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jack William Callahan Iii
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.
CRS (Client Relationship Summary) - BD
Click below to view Jack William Callahan's CRS (Customer Relationship Summary).
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
Current
July 20, 2022 - Present
REVOLUT SECURITIES INC.
Office #1: 107 Greenwich Street 20th Floor, New York, NY 10006BD
CRD#: 304600
New York, NY
Past
July 15, 2021 - July 15, 2022
HALO SECURITIES, LLC
BD
CRD#: 279029
Chicago, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(7/20/2022)
RR
Alaska(7/20/2022)
RR
Arizona(7/20/2022)
RR
Arkansas(7/20/2022)
RR
California(7/20/2022)
RR
Colorado(7/20/2022)
RR
Connecticut(7/20/2022)
RR
Delaware(7/20/2022)
RR
District of Columbia(7/20/2022)
RR
Florida(7/20/2022)
RR
Georgia(7/20/2022)
RR
Hawaii(7/20/2022)
RR
Idaho(7/20/2022)
RR
Illinois(7/20/2022)
RR
Indiana(7/20/2022)
RR
Iowa(7/20/2022)
RR
Kansas(7/20/2022)
RR
Kentucky(7/20/2022)
RR
Louisiana(7/20/2022)
RR
Maine(7/20/2022)
RR
Maryland(7/20/2022)
RR
Massachusetts(7/20/2022)
RR
Michigan(7/20/2022)
RR
Minnesota(7/20/2022)
RR
Mississippi(7/20/2022)
RR
Missouri(7/20/2022)
RR
Montana(7/20/2022)
RR
Nebraska(7/20/2022)
RR
Nevada(7/20/2022)
RR
New Hampshire(7/20/2022)
RR
New Jersey(7/20/2022)
RR
New Mexico(7/20/2022)
RR
New York(7/20/2022)
RR
North Carolina(7/20/2022)
RR
North Dakota(7/20/2022)
RR
Ohio(7/21/2022)
RR
Oklahoma(7/20/2022)
RR
Oregon(7/20/2022)
RR
Pennsylvania(7/20/2022)
RR
Puerto Rico(11/1/2024)
RR
Rhode Island(7/20/2022)
RR
South Carolina(7/20/2022)
RR
South Dakota(7/20/2022)
RR
Tennessee(7/20/2022)
RR
Texas(7/20/2022)
RR
Utah(7/20/2022)
RR
Vermont(7/20/2022)
RR
Virginia(7/20/2022)
RR
Washington(7/20/2022)
RR
West Virginia(7/20/2022)
RR
Wisconsin(7/20/2022)
RR
Wyoming(7/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/15/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RS
REVOLUT SECURITIES INC.
REVOLUT SECURITIES INC.
CRD#: 304600 / SEC#: , 8-70365
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
107 Greenwich Street 20th Floor, New York, NY 10006
Mailing Address
107 Greenwich Street 20th Floor, New York, NY 10006
Phone number
(917) 397-6533
Established
Delaware since 05/14/2019
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
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.
