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JR

James F. Reilly

STONEPINE ADVISORS
Denver, CO
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CRD#: 1229697
JR

Professional summary


James Francis Reilly is a registered financial professional currently at STONEPINE ADVISORS, LLC located in Denver, Colorado.

James is registered as a RR (Registered Representative) and started their career in finance in 1985. James has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Francis Reilly's 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

February 15, 2011 - Present

STONEPINE ADVISORS, LLC

Office #2: 8310 S Valley Highway Suite 300, Englewood, CO 80112
BD
CRD#: 154217
Denver, CO
Past

January 14, 2004 - July 9, 2010

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
MENLO PARK, CA
Past

February 1, 2000 - October 23, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

November 16, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

June 29, 1998 - October 29, 1999

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

April 23, 1985 - June 29, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT

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
California
(2/17/2011)
RR
Colorado
(2/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/17/1985
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 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SA
STONEPINE ADVISORS, LLC
STONEPINE ADVISORS, LLC | STONEPINE SECURITIES LLC

CRD#: 154217 / SEC#: , 8-68618

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


Main Address
8310 S Valley Highway Suite 300, Englewood, CO 80112
Mailing Address
8310 S Valley Highway Suite 300, Englewood, CO 80112
Phone number
(650) 866-5371
Established
California since 04/15/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
REILLY, JAMES FRANCISCCO, EXEC. REP., AML SUPER.
CAMPBELL, ROBERTFINOP1349154

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


STONEPINE ADVISORS, LLC

CRD#: 154217Denver, CO

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