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JW

James T. Watkins

EHCP CORPORATE FINANCE
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 1300461
JW

Professional summary


James Todd Watkins, who also goes by Todd James Watkins, is a registered financial professional currently at EHCP CORPORATE FINANCE, LLC located in Atlanta, Georgia.

James is registered as a RR (Registered Representative) and started their career in finance in 1999. James has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Todd James Watkins

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 Todd Watkins'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

August 3, 2009 - Present

EHCP CORPORATE FINANCE, LLC

Office #1: 3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
BD
CRD#: 144134
Atlanta, GA
Past

May 2, 2006 - July 22, 2009

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
ATLANTA, GA
Past

July 27, 2001 - April 3, 2006

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

March 7, 2001 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

December 21, 1999 - November 20, 2000

USP SECURITIES CORPORATION

BD
CRD#: 47725
DALLAS, TX

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
Georgia
(8/3/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 7/27/1999
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
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EC
EHCP CORPORATE FINANCE, LLC
EDGE CORPORATE FINANCE, LLC | EHCP CORPORATE FINANCE, LLC | EDGE HEALTHCARE PARTNERS, LLC

CRD#: 144134 / SEC#: , 8-67638

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


Main Address
3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
Mailing Address
3350 Riverwood Parkway Suite 2150, Atlanta, GA 30339
Phone number
(404) 890-7703
Established
Georgia since 02/20/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
EDGE HEALTHCARE PARTNERS, LLCSHAREHOLDER
ALVAREZ, ENRIQUECFO/FINOP4622342
POPE, BRYAN HOLMESCEO, CCO AMLCO, EXEC. REP4177367

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


EHCP CORPORATE FINANCE, LLC

CRD#: 144134Atlanta, GA 30339

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