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James J. Schweitzer

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CRD#: 1103204
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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 John Schweitzer, who also goes by Jim Schweitzer, Jimmy Schweitzer, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 8 firms and has passed the Series 63, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Schweitzer | Jimmy Schweitzer

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

October 15, 2003 - March 11, 2008

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
NORWOOD, MA
Past

February 9, 2000 - October 6, 2003

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

April 28, 1997 - February 9, 2000

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

May 17, 1994 - April 5, 1995

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455
Past

January 4, 1993 - April 25, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

March 21, 1988 - January 11, 1993

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455
Past

April 14, 1987 - December 21, 1987

TIER ONE PARTNERS, INC.

BD
CRD#: 4090
Past

June 5, 1985 - January 28, 1987

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

June 6, 1983 - June 10, 1985

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031

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: 5/21/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


QC
QUESTAR CAPITAL CORPORATION
QUESTAR CAPITAL CORPORATION

CRD#: 43100 / SEC#: , 8-50174

BD
Terminated by SEC on 09/14/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 02/15/2007
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
YORKTOWN FINANCIAL COMPANIES, INC. - INDIANASHAREHOLDER
BRAUN, BARBARA JCHIEF TECHNOLOGY AND EXECUTIVE PROJECTS OFFICER6839583
BROOKS, MELISSA CAWOODCHIEF FINANCIAL OFFICER4219393
DU MOND, SHARON LEAPRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR2134316
GAUMOND, WILLIAM EDWARDDIRECTOR5294073
LORD-KRAHN, KRISTINE MARIECHIEF LEGAL OFFICER, SECRETARY4241291
SAND PETERSON, JESSICA KAYCHIEF OPERATING AND SUPERVISION OFFICER4274882
STARKMAN, KRISTINE ALANECHIEF COMPLIANCE OFFICER2409241
THOMES, ERIC JONCHAIRMAN4645308
WHITE, WALTER REXDIRECTOR

Disclosures


Regulatory Event8
Arbitration1

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


QUESTAR CAPITAL CORPORATION

CRD#: 43100

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