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JC

James Crosson

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CRD#: 1575865
JC

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 Crosson was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1986. James had worked at 16 firms and has passed the Series 63, Series 55, Series 7 and Series 6 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

August 14, 2012 - December 21, 2012

GRACE FINANCIAL GROUP LLC

BD
CRD#: 104133
NEW YORK, NY
Past

January 7, 2009 - March 24, 2010

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

July 28, 2008 - August 18, 2010

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
HUNTINGTON, NY
Past

July 27, 2007 - April 16, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GARDEN CITY, NY
Past

March 3, 2006 - August 1, 2007

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

May 2, 2005 - January 18, 2006

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

March 2, 2004 - September 22, 2004

LABRANCHE FINANCIAL SERVICES, LLC

BD
CRD#: 7432
NEW YORK, NY
Past

February 19, 2004 - October 6, 2004

WILSON (JR), JOHN E

BD
CRD#: 43327
NEW YORK, NY
Past

September 5, 2002 - March 1, 2004

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

August 20, 2002 - August 22, 2002

VISION SECURITIES INC.

BD
CRD#: 35001
PORT WASHINGTON, NY
Past

November 20, 1998 - June 26, 2002

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

July 27, 1995 - November 10, 1998

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

February 16, 1995 - May 24, 1995

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

August 24, 1992 - February 8, 1995

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

February 24, 1989 - September 2, 1992

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
SAN FRANCISCO, CA
Past

October 13, 1988 - February 21, 1989

TD AMERITRADE, INC.

BD
CRD#: 7870
Past

April 19, 1988 - May 26, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

October 20, 1986 - July 15, 1988

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231

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: 12/4/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/16/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GF
GRACE FINANCIAL GROUP LLC
GRACE FINANCIAL GROUP LLC | M.V.P. SECURITIES LLC | M.V.P. FINANCIAL LLC

CRD#: 104133 / SEC#: , 8-52606

BD
Terminated by SEC on 07/06/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/28/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WINDMILL MANAGEMENT GROUP LLCMEMBER
VILLANTE, BRIAN RICHARDCEO, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER2187792
OBSBAUM, FREDRIC MICHAELFINOP1160811

Disclosures


Regulatory Event6
Arbitration2

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


GRACE FINANCIAL GROUP LLC

CRD#: 104133

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