Individual Firm
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John Paul Lunney JR
JOHN PAUL LUNNEY, John Lunney
CRD#: 6259272
IA
B
CUSO FINANCIAL SERVICES, L.P.CRD#: 42132 625 BLANDING BLVD
ORANGE PARK, FL 32073
ORANGE PARK, FL 32073
0
Disclosures
10
Years of Experience
View By:
State Registrations
B
Florida 9/1/2021
B
Ohio 1/20/2022
IA
Florida 9/2/2021
B
Pennsylvania 3/7/2023
B
Georgia 7/18/2022
B
Rhode Island 3/7/2023
B
Illinois 7/18/2022
B
South Carolina 3/7/2023
B
North Carolina 1/3/2023
B
Virginia 7/18/2022
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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Learn about permitted activities of registered principals
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Registered with this firm since 9/2/2021
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Registered with this firm since 9/1/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/07/2020 - 08/23/2021 | JACKSONVILLE, FL | |
B | 02/18/2016 - 08/23/2021 | JACKSONVILLE, FL | |
B | 04/13/2015 - 01/11/2016 | JACKSONVILLE, FL | |
B | 11/19/2013 - 04/22/2014 | NAPLES, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.