John Katon is a registered investment advisor, based in Greensboro, NC, with 3 years of industry experience.
Location
7900 Triad Center Drive, Suite 410, Greensboro, NC, 27409
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John works as an Investment Analyst for Vizo Financial Corporate Credit Union, assisting members with CD purchases. This is a full-time commitment, with most hours occurring during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
April 2023 - February 2025 · 1 yr 10 mos
Concourse Financial Group Advisors
April 2023 - February 2025 · 1 yr 10 mos
Equitable Advisors, LLC
October 2022 - November 2022 · 1 mo
Equitable Advisors, LLCBroker
September 2022 - November 2022 · 2 mos
Pruco Securities, LLC.Broker
March 2022 - August 2022 · 5 mos
State Registrations8 states
DCDEMDNCNJPASCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.