AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JP

James S. Pritula

Some features on this profile are disabled
CRD#: 1003737
JP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Scott Pritula, who also goes by Jim Pritula, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1981. James had worked at 12 firms and has passed the Series 63, Series 7, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Pritula

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 14, 1994 - November 13, 1995

FIN-ATLANTIC SECURITIES, INC.

BD
CRD#: 25523
JUPITER, FL
Past

May 5, 1992 - March 18, 1993

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

August 14, 1991 - October 22, 1993

ENTERTAINMENT SECURITIES, INC.

BD
CRD#: 24825
Past

January 13, 1988 - August 30, 1988

FITZGERALD, TALMAN, INC.

BD
CRD#: 13699
Past

October 30, 1987 - October 31, 1990

CHURCH, STABLE, WORTHINGTON, INC.

BD
CRD#: 19778
Past

April 9, 1987 - December 16, 1987

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

June 26, 1986 - January 13, 1987

BREUER CAPITAL CORPORATION

BD
CRD#: 13700
Past

December 12, 1985 - May 2, 1986

FIRST EAGLE, INC.

BD
CRD#: 16509
Past

November 20, 1983 - June 19, 1986

DEVANNEY, BURGIN, SHANACY, INC.

BD
CRD#: 7167
Past

November 15, 1983 - February 12, 1985

GALLAGHER & CO.

BD
CRD#: 13871
Past

January 5, 1982 - August 6, 1983

ENGLER-BUDD & COMPANY INC.

BD
CRD#: 1743
Past

October 13, 1981 - March 6, 1982

UNION SECURITIES

BD
CRD#: 7510

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


State Security Law Exam
RR
Series 63
Date: 1/9/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FS
FIN-ATLANTIC SECURITIES, INC.
FIN-ATLANTIC SECURITIES, INC. | HAYWARD MALM SECURITIES, LTD.

CRD#: 25523 / SEC#: , 8-41809

BD
Terminated by SEC on 05/21/2001
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/08/1989
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SURMAN, JERRY EDMONDPRESIDENT2143628
DUNN, LISA KATHERINEFINOP2961317

Disclosures


Regulatory Event2
Arbitration2

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


FIN-ATLANTIC SECURITIES, INC.

CRD#: 25523

TRUST BUT VERIFY

Monitor James Pritula

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics