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JM

James P. Mcveigh

BRITEHORN SECURITIES
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 2535907
JM

Professional summary

James Patrick Mcveigh, who also goes by Jim Mcveigh, James Patrick Mcviegh, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jim Mcveigh | James Patrick Mcviegh

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 Patrick Mcveigh's 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

August 21, 2025 - Present

BRITEHORN SECURITIES

Office #1: 525 Okeechobee Blvd Suite #840, West Palm Beach, FL 33401
BD
CRD#: 36402
West Palm Beach, FL
Past

October 2, 2015 - August 21, 2025

CDX ADVISORS

BD
CRD#: 171500
West Palm Beach, FL
Past

December 17, 2013 - December 24, 2015

INTE SECURITIES LLC

BD
CRD#: 47107
BOCA RATON, FL
Past

November 1, 2010 - October 11, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 10, 2003 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

December 18, 2000 - March 11, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 31, 1998 - December 18, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

November 28, 1997 - April 22, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 27, 1994 - April 22, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
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
California
(9/9/2025)
RR
Connecticut
(9/22/2025)
RR
Florida
(8/21/2025)
RR
New York
(9/9/2025)
RR
Texas
(9/9/2025)
RR
Wyoming
(9/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (52 States and Territories)

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

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 Event3

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

BRITEHORN SECURITIES

CRD#: 36402West Palm Beach, FL 33401

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