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JS

Jim E. Scala

PHX FINANCIAL
BEVERLY HILLS, CA
Some features on this profile are disabled
CRD#: 2493873
JS

Professional summary


Jim Eugene Scala JR, who also goes by Jim Eugene Scala, is a registered financial professional currently at PHX FINANCIAL, INC. located in Beverly Hills, California.

Jim is registered as a RR (Registered Representative) and started their career in finance in 1995. Jim has worked at 15 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Eugene Scala

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 Jim Eugene Scala JR'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

October 29, 2014 - Present

PHX FINANCIAL, INC.

BD
CRD#: 144403
BEVERLY HILLS, CA
Past

August 11, 2010 - October 28, 2014

DALTON STRATEGIC INVESTMENT SERVICES INC.

BD
CRD#: 23485
PALM HARBOR, FL
Past

June 11, 2008 - July 6, 2010

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LAKELAND, FL
Past

March 10, 2008 - April 17, 2008

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
WELLINGTON, FL
Past

February 1, 2008 - March 27, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
BOCA RATON, FL
Past

July 20, 2007 - February 20, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 27, 2006 - August 17, 2007

AMERICA'S CHOICE EQUITIES LLC

BD
CRD#: 135272
WEST PALM BEACH, FL
Past

April 21, 2005 - February 22, 2006

MILESTONE FINANCIAL SERVICES, INC.

BD
CRD#: 43295
BOHEMIA, NY
Past

March 29, 2005 - May 31, 2005

MARQUIS FINANCIAL SERVICES, INC.

BD
CRD#: 20733
TARZANA, CA
Past

May 26, 2004 - March 14, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 14, 2004 - February 9, 2004

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

January 12, 2001 - August 21, 2003

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

November 11, 1998 - March 13, 2001

MORGAN, TAYLOR & ASSOCIATES, INC.

BD
CRD#: 37447
MINEOLA, NY
Past

March 24, 1997 - October 22, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

November 26, 1996 - March 24, 1997

TIMECAPITAL SECURITIES CORPORATION

BD
CRD#: 6845
PORT JEFFERSON STATION, NY
Past

November 1, 1995 - December 4, 1996

KENSINGTON WELLS INCORPORATED

BD
CRD#: 30570
Past

May 23, 1995 - May 26, 1995

STERLING FOSTER & COMPANY, INC.

BD
CRD#: 36052
UNIONDALE, NY
Past

May 23, 1995 - September 11, 1995

FIRST UNITED EQUITIES CORPORATION

BD
CRD#: 36398
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/9/2020)
RR
Alaska
(5/21/2024)
RR
Arizona
(5/28/2021)
RR
Arkansas
(6/26/2024)
RR
California
(1/12/2015)
RR
Colorado
(6/3/2015)
RR
Connecticut
(1/14/2015)
RR
Florida
(2/2/2015)
RR
Georgia
(2/5/2015)
RR
Idaho
(2/28/2017)
RR
Illinois
(1/15/2015)
RR
Indiana
(4/12/2021)
RR
Iowa
(1/5/2023)
RR
Kansas
(2/21/2019)
RR
Kentucky
(2/24/2022)
RR
Louisiana
(1/20/2015)
RR
Maryland
(2/6/2015)
RR
Michigan
(10/29/2014)
RR
Minnesota
(7/8/2015)
RR
Nebraska
(6/20/2023)
RR
Nevada
(10/18/2022)
RR
New Jersey
(3/6/2015)
RR
New York
(10/29/2014)
RR
North Carolina
(3/20/2017)
RR
North Dakota
(12/11/2014)
RR
Ohio
(10/29/2014)
RR
Oklahoma
(11/14/2016)
RR
Pennsylvania
(1/13/2015)
RR
South Carolina
(2/3/2015)
RR
Texas
(11/17/2014)
RR
Utah
(6/22/2015)
RR
Virginia
(1/20/2015)
RR
Washington
(10/25/2019)
RR
Wyoming
(9/26/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
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


PHX FINANCIAL, INC.

CRD#: 144403Beverly Hills, CA

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