Inactive

Edward A. Grassi

J.W.BUrns & Company, Inc.

Claim This Profile

Current Employers

J.W.BUrns & Company, Inc.

5789 Widewaters Parkway, Dewitt, NY 13214 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-12-01
TX	RA	APPROVED_RES	2021-08-16
NY	RA	APPROVED	2021-07-30

FL RA
APPROVED

Since 2023-12-01
TX RA
APPROVED_RES

Since 2021-08-16
NY RA
APPROVED

Since 2021-07-30

Branch Locations

5789 Widewaters Parkway, Dewitt, NY 13214 • United States

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J.W. Burns & Company, Inc.	Dewitt	NY	01/1999	Present

01/1999 → Present

J.W. Burns & Company, Inc.

Dewitt, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-29

S65 Uniform Investment Adviser Law Examination

2023-11-29

View on SEC IAPD

Other Firms

OMC FINANCIAL SERVICES LTD

GREG JENNINGS, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL ENTERPRISE, LLC

HAZARD & SIEGEL ADVISORY SERVICES LLC

KOVACK ADVISORS, INC.

LPL FINANCIAL LLC

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Other Investors

GREGORY WELLES JENNINGS

Brian Andrew Jennings

CYNTHIA ANN SCOTT

PETER N BUNITSKY

Andrew James Derrenbacker

Thaddeus Malley

DAVID SCOTT TOWERS

Other Offices

OMC FINANCIAL SERVICES LTD · DEWITT, NY

GREG JENNINGS, LLC · DEWITT, NY

WELLS FARGO CLEARING SERVICES, LLC · DEWITT, NY

LPL ENTERPRISE, LLC · DEWITT, NY

HAZARD & SIEGEL ADVISORY SERVICES LLC · DEWITT, NY

KOVACK ADVISORS, INC. · DeWitt, NY

HAZARD & SIEGEL ADVISORY SERVICES LLC · Dewitt, NY

LPL FINANCIAL LLC · DEWITT, NY

More in Dewitt, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor