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JM

James Patrick Mcveigh

BRITEHORN SECURITIES
West Palm Beach, FL
·CRD# 2535907·32 years experience

Professional Summary

James Patrick Mcveigh, who also goes by Jim Mcveigh, James Patrick Mcviegh, is a registered financial advisor currently at BRITEHORN SECURITIES located in West Palm Beach, Florida. James is registered as a RR (Registered Representative) and started their career in finance in 1994. James has worked at 9 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jim Mcveigh, James Patrick Mcviegh

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

BRITEHORN SECURITIES·CRD# 36402
BD
525 Okeechobee Blvd Suite #840, West Palm Beach, FL 33401
August 21, 2025 - Present
CDX ADVISORS·CRD# 171500
BD
West Palm Beach, FL
October 2, 2015 - August 21, 2025
INTE SECURITIES LLC·CRD# 47107
BD
Boca Raton, FL
December 17, 2013 - December 24, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 1, 2010 - October 11, 2013
BANC OF AMERICA SECURITIES LLC·CRD# 26091
BD
New York, NY
April 10, 2003 - November 1, 2010
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
December 18, 2000 - March 11, 2003
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
March 31, 1998 - December 18, 2000
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
November 28, 1997 - April 22, 1998
SALOMON BROTHERS INC.·CRD# 740
BD
New York, NY
September 27, 1994 - April 22, 1998

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Current Firm

BS
BRITEHORN SECURITIES

ANDREWS PARTNERS | LOHI SECURITIES | KEATING SECURITIES, LLC | KEATING INVESTMENTS, LLC | GIA SECURITIES, INC. | BRITEHORN SECURITIES | ANDREWS SECURITIES, LLC

CRD#: 36402 / SEC#: 8-47217
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1401 Lawrence St Suite 1600, Denver, CO 80202

Mailing Address

1401 Lawrence St Suite 1600, Denver, CO 80202

Phone Number

(720) 465-5305

Established

Colorado since 10/31/2013

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BRITEHORN PARTNERS LLCDIRECT OWNER—
ARMSTRONG, BOBBI JEANNECHIEF COMPLIANCE OFFICER2828244
HURRY, ANDREW DUNCANCHIEF FINANCIAL OFFICER5131486
STORY, BRETT HOWARDPRINCIPAL5580403
STORY, NATALIA KLISHINACHIEF COMPLIANCE OFFICER7271729

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/9/2025)
RR
Connecticut
(9/22/2025)
RR
Florida
(8/21/2025)
RR
New Hampshire
(6/24/2026)
RR
New York
(9/9/2025)
RR
Texas
(9/9/2025)
RR
Virginia
(4/1/2026)
RR
Wyoming
(9/4/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1994About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2015About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view James Patrick Mcveigh's CRS (Customer Relationship Summary).

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