James W. Boldischar
Professional summary
James William Boldischar, who also goes by James William Boldischar, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
James is registered as a RR (Registered Representative) and started their career in finance in 1998. James has worked at 5 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James William Boldischar's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2021 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901January 6, 2016 - August 14, 2017
INVESTACORP, INC.
May 15, 2014 - December 31, 2015
KESTRA INVESTMENT SERVICES, LLC
May 2, 2005 - May 13, 2014
SLD AMERICA EQUITIES, INC.
April 17, 2002 - March 28, 2005
PRUCO SECURITIES, LLC.
December 18, 1998 - January 3, 2001
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/19/2022)
(2/8/2023)
(11/14/2022)
(3/25/2022)
(3/8/2022)
(2/9/2021)
(5/27/2025)
(1/16/2023)
(2/16/2024)
Exams
Series 6TO
Date: 1/23/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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