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JL

James P. Logerfo

HAMILTON CLARK SUSTAINABLE CAPITAL
Washington, DC 20006
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CRD#: 3078410
JL

Professional summary


James Paul Logerfo is a registered financial professional currently at HAMILTON CLARK SUSTAINABLE CAPITAL, INC. located in Washington, District Of Columbia.

James is registered as a RR (Registered Representative) and started their career in finance in 1998. James has worked at 4 firms and has passed the Series 63, Series 82TO, Series 79TO, Series 87, Series 86 and Series 7 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 Paul Logerfo'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 28, 2019 - Present

HAMILTON CLARK SUSTAINABLE CAPITAL, INC.

Office #1: 1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
BD
CRD#: 26010
Washington, DC
Past

May 30, 2008 - December 2, 2008

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

November 12, 2004 - June 11, 2008

BOVARO PARTNERS, LLC

BD
CRD#: 117041
BALTIMORE, MD
Past

August 21, 1998 - July 26, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
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
New York
(8/30/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 7/24/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 6/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 8/27/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HC
HAMILTON CLARK SUSTAINABLE CAPITAL, INC.
DOMINION FINANCIAL SECURITIES COMPANY | MCKENNA SECURITIES COMPANY | HAMILTON CLARK SUSTAINABLE CAPITAL, INC. | HAMILTON CLARK SECURITIES COMPANY | HAMILTON CLARK & CO.

CRD#: 26010 / SEC#: , 8-42236

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


Main Address
1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
Mailing Address
1701 Pennsylvania Avenue Nw Suite 200, Washington, DC 20006
Phone number
(202) 461-2252
Established
Delaware since 01/24/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HAMILTON CLARK & CO. LLCOWNER
CRAWFORD, ROSS FREEMANMANAGING DIRECTOR3267620
LEGAYE, DANIEL EUGENE SRFINOP/PFO/POO1055035
MCKENNA, JOHN JOSEPH JRPRESIDENT/CEO/ CHAIRMAN/ MANAGING DIRECTOR/CCO1268999

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


HAMILTON CLARK SUSTAINABLE CAPITAL, INC.

CRD#: 26010Washington, DC 20006

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