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JR

James M. Runko

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CRD#: 1427765
JR

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 Michael Runko, who also goes by James Runk, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1993. James had worked at 4 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 52TO, SIE, Series 79, Series 7, Series 52 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Runk

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 17, 2017 - January 4, 2021

NORTHEAST CAPITAL & ADVISORY, INC.

BD
CRD#: 32117
LATHAM, NY
Past

December 7, 2010 - February 13, 2015

MCM SECURITIES LLC

BD
CRD#: 41571
NEW YORK, NY
Past

May 14, 1997 - October 12, 2000

GREENWICH PARTNERS, LLC

BD
CRD#: 14074
STAMFORD, CT
Past

July 19, 1993 - May 12, 1997

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY

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: 1/11/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/10/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/10/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 11/10/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NC
NORTHEAST CAPITAL & ADVISORY, INC.
NORTHEAST CAPITAL & ADVISORY, INC. | NORTHEST CAPITAL MARKETS CORPS | NORTHEAST CAPITAL MARKETS CORP.

CRD#: 32117 / SEC#: , 8-46003

BD
Terminated by SEC on 02/10/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 12/16/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LOOMIS & CO., INC.PARENT COMPANY
LOOMIS, ARTHUR LAURENCE IIPRESIDENT, CCO, CFO1608844

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


NORTHEAST CAPITAL & ADVISORY, INC.

CRD#: 32117

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