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JU

James F. Urbanowski

303 ALTERNATIVES
Chicago, IL 60654
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CRD#: 1963215
JU

Professional summary


James Francis Urbanowski is a registered financial professional currently at 303 ALTERNATIVES, LLC located in Chicago, Illinois.

James is registered as a RR (Registered Representative) and started their career in finance in 1990. James has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7, Series 6, Series 27 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) - BD


Click below to view James Francis Urbanowski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

May 28, 2015 - Present

303 ALTERNATIVES, LLC

Office #1: 401 West Superior Street, Chicago, IL 60654
BD
CRD#: 166675
Chicago, IL
Past

July 25, 2017 - April 20, 2021

303 SECURITIES, LP

BD
CRD#: 288569
CHICAGO, IL
Past

August 12, 2015 - February 9, 2016

ONTHREE FUND SUBSIDIARY, LLC

BD
CRD#: 150503
CHICAGO, IL
Past

November 8, 2000 - January 30, 2001

AUSTIN ATLANTIC CAPITAL INC.

BD
CRD#: 43981
CORAL GABLES, FL
Past

January 3, 1990 - June 15, 1999

NODDINGS AND ASSOCIATES, INC.

BD
CRD#: 7411
OAKBROOK TERRACE, IL

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: 12/2/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


3A
303 ALTERNATIVES, LLC
303 ALTERNATIVES, LLC | 303 CAPITAL MARKETS, LLC

CRD#: 166675 / SEC#: , 8-69225

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
401 West Superior Street, Chicago, IL 60654
Mailing Address
401 West Superior Street, Chicago, IL 60654
Phone number
(312) 605-8000
Established
Delaware since 10/23/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HAMILTON LANE PARTNERS LLCMEMBER
SAVINI, MICHAEL PATRICKMANAGING PRINCIPAL5117892
THOMPSON, STANLEY JOHN IIIMANAGING PRINCIPAL & CCO2455853
URBANOWSKI, JAMES FRANCISCFO1963215

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


303 ALTERNATIVES, LLC

CRD#: 166675Chicago, IL 60654

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