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JB

James B. Brown

MOODY CAPITAL SOLUTIONS,
Atlanta, GA
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CRD#: 1140620
JB

Professional summary


James Buckner Brown, who also goes by Bucky Brown, is a registered financial professional currently at MOODY CAPITAL SOLUTIONS, INC located in Atlanta, Georgia.

James is registered as a RR (Registered Representative) and started their career in finance in 1992. James has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bucky Brown

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) - BD


Click below to view James Buckner Brown's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 19, 2010 - Present

MOODY CAPITAL SOLUTIONS, INC

BD
CRD#: 15989
Atlanta, GA
Past

February 4, 2009 - December 8, 2009

CAPSTONE INVESTMENTS

BD
CRD#: 41400
SAN DIEGO, CA
Past

March 16, 2007 - September 3, 2008

CARREDEN GROUP, INC.

BD
CRD#: 30717
MORAGA, CA
Past

December 20, 2005 - October 31, 2006

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

June 15, 2001 - July 18, 2005

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
WHITE PLAINS, NY
Past

April 30, 2001 - May 29, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

July 1, 1998 - April 30, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

March 21, 1997 - April 28, 1998

ING (U.S.) CAPITAL SECURITIES, INC.

BD
CRD#: 41367
NEW YORK, NY
Past

December 3, 1996 - July 1, 1998

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

June 29, 1992 - October 12, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nevada
(9/2/2021)
RR
New Jersey
(4/5/2021)
RR
New York
(10/28/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 12/13/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MOODY CAPITAL SOLUTIONS, INC
MIDSOUTH CAPITAL MARKETS GROUP | REDCHIP SECURITIES, INC. | PENN CENTER INVESTMENTS, INC. | MOODY CAPITAL SOLUTIONS, INC. | MOODY CAPITAL SOLUTIONS, INC | MOODY CAPITAL SOLUTION, INC.

CRD#: 15989 / SEC#: , 8-32928

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


Main Address
2458 Dunkerrin Lane, Atlanta, GA 30360
Mailing Address
2458 Dunkerrin Lane, Atlanta, GA 30360
Phone number
(770) 377-3556
Established
Pennsylvania since 10/15/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 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#
GROWTH FOUNTAIN HOLDINGS, INC.OWNER
KREGER, RICHARD HENRICEO2647135
LENART, BRIAN DOUGLASFINOP/PFO/POO736107
ROSENSTEIN, ROBERT LLOYDPRESIDENT/CCO2195737

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


MOODY CAPITAL SOLUTIONS, INC

CRD#: 15989Atlanta, GA

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