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Stanley J. Oconnor

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CRD#: 1398812
SO

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.

Stanley James Oconnor, who also goes by Jamie O'connor, S James Oconnor, was a registered financial professional .

Stanley is a previously registered financial professional and started their career in finance in 1985. Stanley had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3, Series 4, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jamie O'connor | S James Oconnor

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

March 3, 2016 - October 19, 2016

IRC SECURITIES LLC

BD
CRD#: 150022
NEW YORK, NY
Past

September 6, 2011 - January 31, 2013

MIRAE ASSET WEALTH MANAGEMENT (USA) INC.

BD
CRD#: 147991
NEW YORK, NY
Past

June 7, 2011 - September 6, 2011

MAYBANK SECURITIES USA INC.

BD
CRD#: 27861
NEW YORK, NY
Past

May 22, 2001 - August 27, 2010

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

August 8, 2000 - May 14, 2001

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

January 4, 2000 - August 10, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

February 5, 1993 - December 1, 1999

PACIFIC EQUITY RESEARCH, INC.

BD
CRD#: 31030
STAMFORD, CT
Past

July 10, 1989 - October 5, 1992

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

October 17, 1986 - June 26, 1989

ROBERT FLEMING INC.

BD
CRD#: 1711
NEW YORK, NY
Past

October 24, 1985 - April 17, 1986

ROBERT FLEMING INCORPORATED

BD
CRD#: 1871

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: 8/30/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/11/1989
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


IS
IRC SECURITIES LLC
INVESTMENT RESEARCH CONSORTIUM SECURITIES LLC | IRC SECURITIES LLC

CRD#: 150022 / SEC#: , 8-68208

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


Main Address
420 Lexington Avenue Suite 300, New York, NY 10170
Mailing Address
420 Lexington Avenue Suite 300, New York, NY 10170
Phone number
(646) 355-0940
Established
Delaware since 06/30/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
INVESTMENT RESEARCH CONSORTIUM100% OWNER
COOPER, NANCY JOANFINANCIAL OPERATIONS PRINCIPAL4029120
O'DAY, BRIAN THOMASCEO/PRESIDENT/CCO1331173

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


IRC SECURITIES LLC

CRD#: 150022

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