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JR

James Reynolds

LOOP CAPITAL MARKETS LLC
New York, NY 10005
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CRD#: 1162337
JR

Professional summary


James Reynolds JR., who also goes by James Reynolds, is a registered financial professional currently at LOOP CAPITAL MARKETS LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1983. James has worked at 5 firms and has passed the Series 63, Series 79TO, Series 52TO, SIE, Series 3, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Reynolds

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 Reynolds JR.'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

September 19, 1997 - Present

LOOP CAPITAL MARKETS LLC

Office #1: 88 Pine Street 25th Floor, New York, NY 10005Office #2: 580 California Street 16th Floor, San Francisco, CA 94104Office #3: 1515 Market Street Suite 1200, Philadelphia, PA 19102Office #4: 2911 Turtle Creek Blvd Suite 300, Dallas, TX 75219Office #5: 425 S. Financial Place Ste 2700, Chicago, IL 60605Office #6: 440 Louisiana 900, Houston, TX 77002Office #7: 1175 Peachtree St. Ne Suite 1000, Atlanta, GA 30361Office #8: 400 Renaissance Center Suite 2600, Detroit, MI 48243Office #10: 1100 Poydras Street Suite 2900, New Orleans, LA 70163
RIA
BD
CRD#: 43098
New York, NY
Past

July 22, 2002 - October 12, 2011

LOOP CAPITAL INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 120698
CHICAGO, IL
Past

August 12, 1988 - August 8, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 15, 1985 - July 28, 1988

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 21, 1983 - May 1, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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
Arizona
(10/19/2006)
RR
California
(1/19/2000)
RR
Florida
(1/19/2000)
RR
Georgia
(4/3/2003)
RR
Illinois
(9/19/1997)
RR
Indiana
(6/27/2006)
RR
Massachusetts
(4/2/2003)
RR
Michigan
(1/19/2000)
RR
New Jersey
(8/1/2006)
RR
New York
(10/29/1997)
RR
Ohio
(10/21/1997)
RR
Oregon
(7/6/2006)
RR
Texas
(1/25/2000)
RR
Utah
(3/2/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 10/17/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LOOP CAPITAL MARKETS LLC
LOOP CAPITAL MARKETS L.L.C. | LOOP CAPITAL MARKETS LLC

CRD#: 43098 / SEC#: , 8-50140

Illinois
Registered Investment Advisory firm - SEC (4/4/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Mailing Address
425 S. Financial Place Ste 2700, Chicago, IL 60605
Phone number
(312) 913-4900
Established
Delaware since 06/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
250

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
LOOP CAPITAL, LLCOWNER
BERKELEY, STEPHEN SIDNEYREGULATORY COUNSEL AND CCO5616433
LUPKIN, IRA ADAMCHIEF FINANCIAL OFFICER4463446
REYNOLDS, JAMES JR.CHIEF EXECUTIVE OFFICER1162337
SULLIVAN, ANTHONYCHIEF OPERATING OFFICER5995264

Disclosures


Regulatory Event8

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


LOOP CAPITAL MARKETS LLC

CRD#: 43098New York, NY 10005

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