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JB

James J. Buddle

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CRD#: 1381149
JB

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 Joseph Buddle 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 65, Series 63, SIE, Series 7, Series 24 and Series 8 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)


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

January 7, 2008 - September 22, 2017

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

February 17, 2005 - July 14, 2008

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
RICHMOND, VA
Past

May 5, 2004 - August 3, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT
Past

February 5, 2004 - May 5, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT
Past

November 17, 2000 - July 14, 2008

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SCHAUMBURG, IL
Past

July 8, 1998 - September 27, 2004

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

December 1, 1997 - January 7, 2008

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
RICHMOND, VA
Past

September 30, 1997 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

May 25, 1994 - July 30, 1997

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

October 7, 1992 - April 19, 1994

FOLEY MUFSON HOWE & COMPANY

BD
CRD#: 29993
Past

May 31, 1990 - January 1, 1991

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

January 4, 1989 - September 2, 1992

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

June 18, 1985 - January 16, 1989

BUTCHER & SINGER INC.

BD
CRD#: 6517

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
IAR
Series 65
Date: 12/8/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1988
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 4/12/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CB
CAPITAL BROKERAGE CORPORATION
CAPITAL BROKERAGE CORPORATION | GNA SECURITIES, INC. | GENWORTH FINANCIAL BROKERAGE CORPORATION | GE CAPITAL BROKERAGE CORPORATION

CRD#: 10465 / SEC#: , 8-26614

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


Main Address
11011 West Broad Street Building 2, Glen Allen, VA 23060
Mailing Address
11011 West Broad Street Building 2, Glen Allen, VA 23060
Phone number
(804) 513-3172
Established
Washington since 07/01/1981
Firm type
Corporation
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#
GNA CORPORATIONSHAREHOLDER COMMON
NAMORATO, JAMES JOSEPHCHIEF COMPLIANCE OFFICER2944112
TABB, MARIA ODONNELLPRESIDENT AND CHIEF EXECUTIVE OFFICER1309483
TURNER, BONNIE COBBFINOP4389441

Disclosures


Regulatory Event3
Arbitration1

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


CAPITAL BROKERAGE CORPORATION

CRD#: 10465

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