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HS

H J. Schrimpf

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CRD#: 1031082
HS

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.

H James Schrimpf III, who also goes by H James Schrimpf, Jamie Schrimpf III, was a registered financial professional .

H is a previously registered financial professional and started their career in finance in 1982. H had worked at 10 firms and has passed the Series 63, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


H James Schrimpf | Jamie Schrimpf Iii

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

April 23, 2013 - June 2, 2014

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

August 17, 2009 - September 5, 2012

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

February 1, 2002 - November 5, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

June 2, 2000 - February 7, 2023

FISHER INVESTMENTS

RIA
CRD#: 107342
FALLBROOK, CA
Past

December 1, 1994 - February 18, 2000

SPROTT GLOBAL RESOURCE INVESTMENTS LTD

BD
CRD#: 35878
CARLSBAD, CA
Past

November 3, 1993 - December 7, 1994

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

February 4, 1991 - November 4, 1993

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

May 31, 1989 - February 5, 1991

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 28, 1983 - July 28, 1986

PAS, INC.

BD
CRD#: 8180
Past

June 21, 1982 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

March 2, 1982 - June 9, 1982

OTC NET INCORPORATED

BD
CRD#: 7756

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: 8/21/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BS
BOUSTEAD SECURITIES, LLC
BOUSTEAD SECURITIES, LLC | MONARCH BAY SECURITIES, LLC | MONARCH BAY ASSOCIATES, LLC

CRD#: 141391 / SEC#: , 8-67384

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


Main Address
6 Venture Suite 395, Irvine, CA 92618
Mailing Address
6 Venture Suite 395, Irvine, CA 92618
Phone number
(949) 295-1580
Established
California since 04/19/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BOUSTEAD & COMPANY LIMITEDMEMBER
BULL, ROBERT LEE IVFINOP & PRINCIPAL1521134
MCCLORY, DANIEL JOSEPHMEMBER1390780
SMITH, LINCOLN JOSEPH JRPRESIDENT/ CEO / CCO2501422

Disclosures


Regulatory Event1

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


BOUSTEAD SECURITIES, LLC

CRD#: 141391

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Contact information


xxxxx@xxxx.xxx

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