JK
John P. Koch
PARK MADISON PARTNERS LLC
New York, NY 10171
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CRD#: 7533222
JK
Professional summary
John Patrick Koch is a registered financial professional currently at PARK MADISON 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 1 firm and has passed the Series 7TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view John Patrick Koch'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
May 4, 2022 - Present
PARK MADISON PARTNERS LLC
Office #1: 299 Park Avenue Suite 4100, New York, NY 10171BD
CRD#: 140016
New York, NY
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
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PM
PARK MADISON PARTNERS LLC
PARK MADISON PARTNERS LLC | PARTNERS AT PARK MADISON LLC
CRD#: 140016 / SEC#: , 8-67270
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information
Main Address
200 Harbor Rd., Port Washington, NY 11050
Mailing Address
200 Harbor Rd., Port Washington, NY 11050
Phone number
(212) 448-7350
Established
New York since 01/20/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (11 States and Territories)
Documents
Red Flags
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