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JM

James H. Muller

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CRD#: 1284426
JM

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 Henry Muller, who also goes by James H Muller, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1985. James had worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James H Muller

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

September 1, 2021 - February 25, 2025

REDI GLOBAL TECHNOLOGIES LLC

BD
CRD#: 41924
NEW YORK, NY
Past

March 21, 2016 - October 31, 2017

ZANBATO SECURITIES LLC

BD
CRD#: 279028
New York, NY
Past

January 5, 2016 - March 24, 2016

INTE SECURITIES LLC

BD
CRD#: 47107
BOCA RATON, FL
Past

February 21, 2012 - October 4, 2012

WEEDEN & CO.L.P.

BD
CRD#: 16835
GREENWICH, CT
Past

August 17, 2009 - August 3, 2011

VIRTU ALTERNET SECURITIES LLC

BD
CRD#: 47867
NEW YORK, NY
Past

September 20, 1997 - August 3, 2011

VIRTU ITG LLC

BD
CRD#: 29299
NEW YORK, NY
Past

August 5, 1996 - August 1, 1997

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

September 4, 1991 - June 29, 1992

INVEMED ASSOCIATES LLC

BD
CRD#: 6728
NEW YORK, NY
Past

August 20, 1985 - September 1, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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: 2/24/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/26/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RG
REDI GLOBAL TECHNOLOGIES LLC
REDI GLOBAL TECHNOLOGIES LLC | SPEAR, LEEDS & KELLOGG SPECIALISTS LLC

CRD#: 41924 / SEC#: , 8-49673

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


Main Address
28 Liberty Street 58th Floor, New York, NY, 10005
Mailing Address
28 Liberty Street 58th Floor Attn Mmaloney, New York, NY, 10005
Phone number
(646) 794-7364
Established
New York since 09/13/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
REFINITIV US LLCOWNER
BALTOVSKI, ALEXANDER NMNFINANCIAL AND OPERATIONS PRINCIPAL, PFO, POO2350828
CUTLER, SETHDIRECTOR2594208
IAMSCICOV WEIGL, KATARINACHIEF COMPLIANCE OFFICER AND SECRETARY7893210
MALONEY, MICHAEL GDIRECTOR, CEO, MANAGING PRINCIPAL5728423
SIBLEY, JOHN HOLDENDIRECTOR5781488

Disclosures


Regulatory Event7

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


REDI GLOBAL TECHNOLOGIES LLC

CRD#: 41924

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