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JP

James A. Pavela

GALLATIN CAPITAL LLC
New York, NY 10022
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CRD#: 1321591
JP

Professional summary


James Andrew Pavela JR is a registered financial professional currently at GALLATIN CAPITAL LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1984. James has worked at 6 firms and has passed the Series 63, SIE, Series 7 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 Andrew Pavela 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

October 9, 2015 - Present

GALLATIN CAPITAL LLC

Office #1: 444 Madison Avenue 29th Floor, New York, NY 10022
BD
CRD#: 124738
New York, NY
Past

November 7, 1994 - June 20, 2014

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

June 21, 1993 - October 31, 1994

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
WHEATON, IL
Past

April 3, 1992 - June 8, 1993

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

July 1, 1991 - April 6, 1992

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL
Past

November 21, 1984 - May 30, 1991

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, 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
Arizona
(1/7/2022)
RR
California
(11/19/2019)
RR
Florida
(12/20/2024)
RR
Georgia
(1/6/2020)
RR
Illinois
(1/6/2021)
RR
Indiana
(8/25/2023)
RR
Iowa
(10/9/2015)
RR
Michigan
(10/9/2015)
RR
Missouri
(10/9/2015)
RR
Nebraska
(10/9/2015)
RR
New York
(6/7/2017)
RR
North Dakota
(7/6/2023)
RR
Ohio
(11/19/2019)
RR
Oregon
(9/12/2023)
RR
Texas
(1/6/2016)
RR
Utah
(1/4/2017)
RR
Vermont
(6/29/2023)
RR
Washington
(11/19/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GC
GALLATIN CAPITAL LLC
GALLATIN CAPITAL LLC | THE SAGAMORE GROUP, LLC

CRD#: 124738 / SEC#: , 8-65718

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


Main Address
444 Madison Avenue 29th Floor, New York, NY 10022
Mailing Address
444 Madison Avenue 29th Floor, New York, NY 10022
Phone number
(212) 891-7980
Established
New York since 12/04/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (50 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#
BUSCEMI, ANTHONY RICHARDMEMBER3156872
TAMIS, JENNIFER KELLEHERPASSIVE OWNER4461249
YOUNGBLOOD, JOHN LAWRENCEMAN PRIN AND CHIEF COMPLIANCE OFFICER1335335
ADEN, DANAFINOP2780889

Disclosures


Regulatory Event1

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


GALLATIN CAPITAL LLC

CRD#: 124738New York, NY 10022

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