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JC

James B. Corbett

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CRD#: 1798518
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 Bryan Corbett was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1988. James had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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

April 21, 2004 - January 18, 2022

FOCUS ON SUCCESS, LLC

RIA
CRD#: 129739
FT. MITCHELL, KY
Past

December 16, 2003 - December 31, 2021

VALMARK ADVISERS, INC.

RIA
CRD#: 108050
FORT MITCHELL, KY
Past

December 8, 2003 - December 31, 2021

VALMARK SECURITIES, INC.

BD
CRD#: 31243
FORT MITCHELL, KY
Past

January 19, 1998 - December 12, 2003

OSAIC FA, INC.

RIA
CRD#: 3978
FT MITCHELL, KY
Past

July 31, 1990 - December 12, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 31, 1990 - December 12, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 16, 1990 - July 23, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 16, 1990 - July 23, 1990

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 11, 1988 - August 31, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 3/23/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2004
General Securities Principal Examination

Current Firm


FO
FOCUS ON SUCCESS, LLC
FOCUS ON SUCCESS | JAMES B. CORBETT | FOCUS ON SUCCESS/JAMES B CORBETT | FOCUS ON SUCCESS, LLC

CRD#: 129739 / SEC#:

Kentucky
Registered Investment Advisory firm - (4/21/2004 Approved)
Ohio
Registered Investment Advisory firm - (6/9/2004 Approved)
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Contact information


Main Address
211 Grandview Dr Ste 235, Ft. Mitchell, KY 41017-2792
Mailing Address
Phone number
(859) 331-2010
Established
Firm type
Fiscal year end
# of Employees
9

Documents


Latest Form ADV

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


FOCUS ON SUCCESS, LLC

CRD#: 129739

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