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JV

John H. Virva

AMERICAN TRUST INVESTMENT SERVICES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 859738
JV

Professional summary

John Henry Virva is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in Chicago, Illinois.

John is registered as a RR (Registered Representative) and started their career in finance in 1978. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Henry Virva'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 13, 2016 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 230 W. Monroe Suite 300, Chicago, IL 60606
BD
CRD#: 3001
Chicago, IL
Past

September 6, 2016 - September 20, 2016

AMERICAN TRUST INVESTMENT SERVICES, INC.

RIA
CRD#: 3001
WHITING, IN
Past

September 15, 2009 - July 8, 2016

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
FRANKFORT, IL
Past

August 31, 2009 - July 8, 2016

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
FRANKFORT, IL
Past

June 1, 2009 - September 2, 2009

MORGAN STANLEY

RIA
CRD#: 149777
ORLAND PARK, IL
Past

June 1, 2009 - September 2, 2009

MORGAN STANLEY

BD
CRD#: 149777
ORLAND PARK, IL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ORLAND PARK, IL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ORLAND PARK, IL
Past

November 13, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ORLAND PARK, IL
Past

November 16, 1981 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
ORLAND PARK, IL
Past

August 8, 1980 - November 25, 1981

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

November 27, 1978 - August 11, 1980

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

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
Arizona
(4/15/2020)
RR
California
(1/14/2020)
RR
Illinois
(1/9/2020)
RR
Iowa
(1/13/2020)
RR
Ohio
(1/6/2020)
RR
South Carolina
(4/9/2020)
RR
Texas
(1/21/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/9/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/26/1988
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1978
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

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

Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures

Regulatory Event5
Arbitration1

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

AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001Chicago, IL 60606

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