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JH

James V. Harley

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CRD#: 3088367
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Victor Harley III, who also goes by James V Harley, Jim Harley III, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1999. James had worked at 16 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James V Harley | Jim Harley Iii

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 20, 2011 - November 5, 2015

R.M. STARK & CO., INC.

BD
CRD#: 7612
CHARLOTTE, NC
Past

January 26, 2009 - November 16, 2009

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
SCOTTSDALE, AZ
Past

September 18, 2007 - February 6, 2008

AMERICAN CAPITAL PARTNERS, LLC

BD
CRD#: 119249
FARMINGDALE, NY
Past

July 11, 2007 - October 12, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
LINDENHURST, NY
Past

October 27, 2006 - July 30, 2007

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
MELVILLE, NY
Past

August 30, 2006 - October 31, 2006

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
GARDEN CITY, NY
Past

August 8, 2005 - August 28, 2006

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

June 27, 2003 - August 3, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

September 26, 2002 - July 21, 2003

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

August 7, 2001 - October 3, 2002

BENSON YORK GROUP, INC.

BD
CRD#: 40231
MELVILLE, NY
Past

November 16, 2000 - August 17, 2001

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

October 3, 2000 - December 18, 2000

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

August 31, 2000 - September 27, 2000

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

June 13, 2000 - October 2, 2000

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

October 22, 1999 - June 12, 2000

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

April 14, 1999 - August 26, 1999

MILESTONE GROUP MANAGEMENT LLC

BD
CRD#: 44486
LAKE SUCCESS, NY
Past

February 24, 1999 - April 16, 1999

MORGAN WILSHIRE SECURITIES, INC.

BD
CRD#: 44807
GARDEN CITY, NY

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: 3/5/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RS
R.M. STARK & CO., INC.
R.M. STARK & CO., INC. | RM STARK & CO INC.

CRD#: 7612 / SEC#: , 8-22543

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


Main Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Mailing Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Phone number
(561) 243-3815
Established
Florida since 09/29/1988
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 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#
RMST HOLDING COMPANY, INC.OWNER
MCTAGUE, ROBIN JAYNECHIEF COMPLIANCE OFFICER1438670
STARK, GARY LESTERCEO433866
STARK, GARY LESTERFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, MUNICIPAL SECURITIES PRINCIPAL, REGISTERED OPTIONS PRINCIPAL433866

Disclosures


Regulatory Event4

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


R.M. STARK & CO., INC.

CRD#: 7612

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