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JQ

James F. Queeny

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CRD#: 1088832
JQ

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 Francis Queeny, who also goes by James Francis Queeny III, James Queeny III, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 15 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Francis Queeny Iii | James Queeny 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

November 3, 2008 - July 15, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
BOSTON, MA
Past

November 21, 2007 - June 30, 2008

FIRST DUNBAR SECURITIES CORPORATION

BD
CRD#: 17901
EAST BERLIN, CT
Past

September 15, 2005 - December 20, 2006

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

June 10, 2004 - September 1, 2005

FIRST DUNBAR SECURITIES CORPORATION

BD
CRD#: 17901
EAST BERLIN, CT
Past

July 24, 2003 - March 31, 2004

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

October 29, 2002 - August 14, 2003

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

May 16, 2000 - October 29, 2002

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

November 23, 1998 - May 31, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 2, 1994 - December 7, 1998

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

November 20, 1989 - December 12, 1994

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

June 11, 1987 - December 22, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 15, 1985 - June 10, 1987

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

February 22, 1983 - March 8, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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
IAR
Series 65
Date: 10/3/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 11/11/1982
Foreign Currency Options Examination

Current Firm


J&
JESUP & LAMONT SECURITIES CORP
BROADMARK CAPITAL CORP | JESUP & LAMONT SECURITIES CORP. | JESUP & LAMONT SECURITIES CORP | BROADMARK SECURITIES CORPORATION | BROADMARK CAPITAL CORP.

CRD#: 39056 / SEC#: , 8-48893

BD
Terminated by SEC on 11/23/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 07/27/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JESUP AND LAMONT, INCOWNER
HOLUB, WILLIAM CFINOP, CFO, COO, CCO2680290

Disclosures


Regulatory Event15
Arbitration3

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


JESUP & LAMONT SECURITIES CORP

CRD#: 39056

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