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JG

James C. Green

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CRD#: 1776913
JG

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 Charles Green, who also goes by James C Green, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1987. James had worked at 5 firms and has passed the Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James C Green

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

May 22, 2000 - September 5, 2001

LEXIT CAPITAL, LLC

BD
CRD#: 34048
HOBOKEN, NJ
Past

March 21, 2000 - May 1, 2000

CYBERVEST SECURITIES INC.

BD
CRD#: 40767
FT. LAUDERDALE, FL
Past

December 17, 1998 - December 3, 1999

AVALON BROKERAGE, INC.

BD
CRD#: 45677
NEW YORK, NY
Past

October 22, 1993 - August 21, 1995

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

December 22, 1987 - October 21, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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: 8/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LC
LEXIT CAPITAL, LLC
LEXIT CAPITAL, LLC | WILSHIRE CAPITAL MANAGEMENT, LLC | WILSHIRE CAPITAL MANAGEMENT

CRD#: 34048 / SEC#: , 8-46201

BD
Terminated by SEC on 12/27/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/17/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEXIT FINANCIAL GROUPSOLE MEMBER
HAYES, SUSAN ANNFINOP AND GROUP CONTROLLER2856326
KEARNS, PETER AMANAGER;PRINCIPAL2518315
SANDBLOM, JOHANCROP / SROP / GSP4302289

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


LEXIT CAPITAL, LLC

CRD#: 34048

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