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JR

James H. Rojek

TRADESTATION SECURITIES
Chicago, IL 60606
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CRD#: 3096214
JR

Professional summary


James H Rojek, who also goes by James Harold Rojek, Jim Rojek, is a registered financial professional currently at TRADESTATION SECURITIES, INC. located in Chicago, Illinois.

James is registered as a RR (Registered Representative) and started their career in finance in 2000. James has worked at 13 firms and has passed the SIE and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Harold Rojek | Jim Rojek

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 H Rojek'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

November 30, 2021 - Present

TRADESTATION SECURITIES, INC.

Office #1: 120 South Riverside Plaza Suite 1650, Chicago, IL 60606
BD
CRD#: 39473
Chicago, IL
Past

July 7, 2021 - November 22, 2021

AVANT-GARDE TRADING SECURITIES

BD
CRD#: 292119
CHICAGO, IL
Past

December 9, 2019 - January 15, 2021

PARKSIDE SECURITIES, INC.

BD
CRD#: 288004
SAN FRANCISCO, CA
Past

November 26, 2019 - January 27, 2020

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

April 5, 2018 - September 4, 2018

WEALTHFRONT BROKERAGE LLC

BD
CRD#: 153407
Lake in the Hills, IL
Past

October 28, 2014 - September 5, 2017

OPTIVER US LLC

BD
CRD#: 128030
CHICAGO, IL
Past

April 30, 2004 - September 30, 2006

E*TRADE CAPITAL MARKETS - EXECUTION SERVICES LLC

BD
CRD#: 1625
CHICAGO, IL
Past

April 30, 2004 - October 29, 2014

G1 EXECUTION SERVICES, LLC

BD
CRD#: 111528
CHICAGO, IL
Past

September 20, 2002 - January 2, 2003

BOTTA CAPITAL PARTNERS, LLC

BD
CRD#: 101740
CHICAGO, IL
Past

September 20, 2002 - May 30, 2003

BOTTA TRADING - LYNX DPM LLC

BD
CRD#: 102820
CHICAGO, IL
Past

September 20, 2002 - May 3, 2004

BOTTA SPECIALIST, LLC

BD
CRD#: 102760
CHICAGO, IL
Past

September 20, 2002 - May 3, 2004

BOTTA CAPITAL MANAGEMENT, LLC

BD
CRD#: 46380
CHICAGO, IL
Past

November 29, 2000 - October 24, 2001

ING FINANCIAL MARKETS LLC

BD
CRD#: 28872
NEW YORK, 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


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


TS
TRADESTATION SECURITIES, INC.
ONLINE TRADING INC.COM | TRADESTATION SECURITIES, INC. | TRADESTATION SECURITIES | TRADESTATION | ONLINETRADNG.COM | ONLINETRADINGINC.COM CORP | ONLINETRADING.COM | ONLINETRADEINGINC.COM CORP. | ONLINE TRADING, INC.

CRD#: 39473 / SEC#: , 8-48711

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


Main Address
8050 Sw 10th Street Suite 2000, Plantation, FL 33324
Mailing Address
8050 Sw 10th Street Suite 2000, Plantation, FL 33324
Phone number
(954) 652-7900
Established
Florida since 09/07/1995
Firm type
Corporation
Fiscal year end
March
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#
TRADESTATION GROUP, INC.OWNER - PARENT CORPORATION
BOLEK, JOHN MITCHELLPRINCIPAL OPERATIONS OFFICER2363046
KOROTKIY, PETERPRESIDENT & CHIEF OPERATING OFFICER2706102
MORMILE-WOLPER, MYRA CHRISTINEGENERAL COUNSEL AND ASSISTANT SECRETARY6753154
ROJEK, JAMES HCHIEF FINANCIAL OFFICER & PRINCIPAL FINANCIAL OFFICER3096214
WALTON, HERBERTCHIEF COMPLIANCE OFFICER4030847

Disclosures


Regulatory Event28
Arbitration4

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


TRADESTATION SECURITIES, INC.

CRD#: 39473Chicago, IL 60606

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