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John A. Schifino

ZELMAN PARTNERS
NEW YORK, NY 10170
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CRD#: 7414959
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Professional summary


John Allen Schifino Jr., who also goes by Jack Allen Schifino, John Allen Schifino, is a registered financial professional currently at ZELMAN PARTNERS, LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Allen Schifino | John Allen Schifino

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


Click below to view John Allen Schifino Jr.'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®
None

Experience


Current

May 2, 2023 - Present

ZELMAN PARTNERS, LLC

Office #1: 420 Lexington Avenue Suite 2750, New York, NY 10170
BD
CRD#: 145187
NEW YORK, NY
Past

November 21, 2022 - February 7, 2023

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY

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
New York
(5/2/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/27/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/21/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


ZP
ZELMAN PARTNERS, LLC
ZELMAN PARTNERS, LLC

CRD#: 145187 / SEC#: , 8-67713

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Mailing Address
27101 East Oviatt Road Suite 14, Bay Village, OH 44140
Phone number
(212) 993-5840
Established
Delaware since 07/12/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WDIB, LLCMANAGING MEMBER
ERWIN, STEPHEN TODDCCO/AMLCO5028461
GROMAN, DANIEL JASONBOARD MEMBER7974401
MCGILL, ANTHONY JACOBMANAGING DIRECTOR, ADVISORY & CAPITAL MARKETS (DESIGNATED PRINCIPLE)4379700
TABASSO, THEODORE PAULCHIEF OPERATIONS OFFICER, DIRECTOR OF SALES1875019
THEOBALD, STEPHEN PATRICKBOARD MEMBER
WANK, STEPHEN HCFO/FIN-OP5062089
ZELMAN, IVY LYNNEDIRECTOR OF RESEARCH2288665

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


ZELMAN PARTNERS, LLC

CRD#: 145187New York, NY 10170

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