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JC

James J. Caprio

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CRD#: 1739645
JC

Professional summary


James J Caprio was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, James had worked at 16 firms, which includes BROOKSTREET SECURITIES CORPORATION, NATIONS FINANCIAL GROUP INC., ARCHER ALEXANDER SECURITIES CORPORATION, GUNNALLEN FINANCIAL INC, CHICAGO INVESTMENT GROUP LLC, THE CONCORD EQUITY GROUP LLC, PROVIDENTIAL SECURITIES INC., KOVACK SECURITIES INC., QUESTAR CAPITAL CORPORATION, SCHNEIDER SECURITIES INC., KOCHCAPITAL, PARKER JAMESON INC., H. T. FLETCHER SECURITIES INCORPORATED, BRENNAN ROSS SECURITIES INC., KETTLER & COMPANY, BRADSTREET CAPITAL INC..

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 12, 2004 - July 19, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
BOCA RATON, FL
Past

December 18, 2003 - January 5, 2004

NATIONS FINANCIAL GROUP, INC.

BD
CRD#: 44181
CEDAR RAPIDS, IA
Past

April 16, 2003 - December 18, 2003

ARCHER ALEXANDER SECURITIES CORPORATION

BD
CRD#: 41555
KANSAS CITY, MO
Past

January 29, 2003 - April 23, 2003

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

May 3, 2001 - March 3, 2003

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

September 12, 2000 - March 7, 2001

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

December 22, 1999 - September 1, 2000

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

August 17, 1999 - January 4, 2000

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

August 21, 1998 - August 29, 1999

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

March 1, 1991 - July 11, 1991

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

May 7, 1990 - March 4, 1991

KOCHCAPITAL

BD
CRD#: 21038
Past

May 5, 1989 - May 17, 1990

PARKER JAMESON, INC.

BD
CRD#: 18409
Past

October 3, 1988 - May 6, 1989

H. T. FLETCHER SECURITIES INCORPORATED

BD
CRD#: 17297
Past

August 17, 1988 - October 8, 1988

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

November 10, 1987 - August 25, 1988

KETTLER & COMPANY

BD
CRD#: 10530
Past

October 20, 1987 - October 28, 1987

BRADSTREET CAPITAL, INC.

BD
CRD#: 14738

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: 4/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/1998
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

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


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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