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JW

Jim C. Wrigley

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CRD#: 1301214
JW

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.

Jim Coates Wrigley, who also goes by IVan J Coates, Jim C Wrigley, was a registered financial professional .

Jim is a previously registered financial professional and started their career in finance in 1997. Jim had worked at 6 firms and has passed the Series 63, SIE, Series 50 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ivan J Coates | Jim C Wrigley

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

July 21, 2015 - December 13, 2023

MUNICIPAL CAPITAL MARKETS GROUP, INC.

BD
CRD#: 107353
Boise, ID
Past

October 8, 2009 - July 9, 2015

WEDBUSH SECURITIES INC.

BD
CRD#: 877
BOISE, ID
Past

October 26, 2000 - August 31, 2009

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
BOISE, ID
Past

July 1, 1999 - December 20, 2000

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

February 20, 1998 - July 1, 1999

FIRST SECURITY CAPITAL MARKETS, INC.

BD
CRD#: 44354
SALT LAKE CITY, UT
Past

November 6, 1997 - February 3, 1998

FIRST SECURITY INVESTOR SERVICES, INC.

BD
CRD#: 15515
SALT LAKE CITY, UT

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: 1/15/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MC
MUNICIPAL CAPITAL MARKETS GROUP, INC.
MUNICIPAL CAPITAL MARKETS GROUP, INC.

CRD#: 107353 / SEC#: , 8-53038

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


Main Address
5220 Spring Valley Rd., Ste. 522, Dallas, TX 75254
Mailing Address
5220 Spring Valley Rd., Ste. 522, Dallas, TX 75254
Phone number
(972) 386-0200
Established
Texas since 10/25/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 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#
CORNWALL, FREDERICK REIDPRESIDENT - CCO835429
HARLING, MICHAEL WILLIAMEXEC. V.P.1976368
ANDERSON, JAMES MARTINSR. VICE PRESIDENT850454
WOODLIFF, KAREN SU MCKEEPFO/POO4621874

Disclosures


Regulatory Event2

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


MUNICIPAL CAPITAL MARKETS GROUP, INC.

CRD#: 107353

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