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JC

Jaime X. Coronado

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CRD#: 4001702
JC

Professional summary


Jaime Xavier Coronado was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jaime is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, Jaime had worked at 3 firms, which includes NELSONREID INC., WAMU INVESTMENTS INC., MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J.c. Coronado | Javier Xavier Coronado

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

August 4, 2008 - April 2, 2009

NELSONREID, INC.

BD
CRD#: 45503
HOUSTON, TX
Past

July 23, 2003 - August 7, 2008

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
WEBSTER, TX
Past

July 23, 2003 - August 7, 2008

WAMU INVESTMENTS, INC.

BD
CRD#: 599
WEBSTER, TX
Past

July 25, 2000 - July 16, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
HOUSTON, TX
Past

June 29, 2000 - July 16, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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
IAR
Series 66
Date: 7/24/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


NI
NELSONREID, INC.
AXIS SECURITIES & EXCHANGE, LLC | TIG CAPITAL SECURITIES CO. | NELSONREID, INC. | INTERFINANCIAL PARTNERS, INC. | AXIS SECURITIES AND EXCHANGE, LLC

CRD#: 45503 / SEC#: , 8-51060

BD
Terminated by SEC on 11/29/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 12/12/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HAYDEN, DAVID ALANOWNER711302
CAPLIN, LANCE RONALDPRESIDENT & CEO1071737
STARKS, JOHN EDWARD JRFINOP, CCO2158373
VOLZKE, ROY DALEVICE PRESIDENT455571

Disclosures


Regulatory Event3
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


NELSONREID, INC.

CRD#: 45503

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