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JM

James T. Mclaughlin

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CRD#: 329258
JM

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 Thomas Mclaughlin was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1969. James had worked at 6 firms and has passed the SIE, Series 1 and Series 40 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)


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

February 9, 1995 - June 15, 2018

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

January 2, 1992 - February 21, 1995

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 19, 1991 - December 31, 1991

W.H. NEWBOLD'S SON & CO., INC.

BD
CRD#: 7575
Past

December 1, 1987 - August 19, 1991

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

May 19, 1978 - May 18, 1987

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

June 9, 1969 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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: 6/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 5/27/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/29/1976
Registered Principal Examination

Current Firm


BOENNING & SCATTERGOOD, INC.
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS | BOENNING & SCATTERGOOD, INC. | BOENNING & SCATTERGOOD ASSET MANAGEMENT

CRD#: 100 / SEC#: 801-68111, 8-15543

BD
Terminated by SEC on 04/04/2023
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive Suite 300, West Conshohocken, PA, 19428
Mailing Address
Phone number
(800) 883-1212
Established
Pennsylvania since 01/01/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

1914 ADVISORS WRAP FEE BROCHURE (5/27/2022)

Direct owners and executive officers


NamePositionCRD#
BOENNING & SCATTERGOOD HOLDINGSHOLDING CO OF BOENNING & SCATTERGOOD INC
MADDALONI, ANDREW MICHAELDIRECTOR2825865
MARA, GEORGE MICHAEL JRCHIEF COMPLIANCE OFFICER1574331
MARA, GEORGE MICHAEL JRPRESIDENT1574331
SCATTERGOOD, HAROLD FRANCIS JRDIRECTOR412133
STANNARD, JEFFREY TAPPANDIRECTOR1337225
WEIGAND, DALE ROBERTDIRECTOR, CHIEF FINANCIAL OFFICER,FINOP1374549

Regulatory assets under management


Total Number of Accounts1,321
AUM (Assets Under Management)$ 1,157,621,985

Disclosures


Regulatory Event22
Civil Event1
Arbitration1

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


BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

CRD#: 100

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