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John Sinchok

OXENFREE FINANCIAL
MELBOURNE, FL 32901-4725
Some features on this profile are disabled
CRD#: 7511028
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Professional summary


John Sinchok, who also goes by John Michael Sinchok, is a registered financial advisor currently at OXENFREE FINANCIAL located in Melbourne, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Michael Sinchok

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.
1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES; 2. OXENFREE TECHNOLOGY LLC, NOT INVESTMENT-RELATED. 3172 TUSCAWILLOWDR. MELBOURNE, FL 32934. START DATE-7/15/24-FINTECH COMPANY. POSITION-MEDIA & OPERATIONS COORDINATOR. 20 HOURS WORKED PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


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

July 10, 2023 - Present

OXENFREE FINANCIAL

Office #1: 1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725
RIA
CRD#: 327105
MELBOURNE, FL
Past

March 17, 2022 - October 6, 2023

AFFINITY FINANCIAL ADVISORS

RIA
CRD#: 114412
SATELLITE BEACH, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
OXENFREE FINANCIAL
OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275

RIA
Registered Investment Advisory firm - (7/6/2023 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/10/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/11/2022
Uniform Investment Adviser Law Examination

Current Firm


OF
OXENFREE FINANCIAL
OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275

RIA
Registered Investment Advisory firm - (7/6/2023 Approved)
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Contact information


Main Address
1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725
Mailing Address
Phone number
(321) 722-7882
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXENFREE FINANCIAL ADV BROCHURE (1/9/2025)

Regulatory assets under management


Total Number of Accounts1,513
AUM (Assets Under Management)$ 168,352,562

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


OXENFREE FINANCIAL

CRD#: 327105Melbourne, FL 32901-4725

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