JC
James G. Colitsas
OMNI 360 WEALTH
PLAINSBORO, NJ 08536
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CRD#: 4113918
JC
Professional summary
James Gregory Colitsas is a registered financial advisor currently at OMNI 360 WEALTH, INC. located in Plainsboro, New Jersey.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) PRINCETON FINANCIAL GROUP, LLC - PRINCETON, NJ. OWNER/PROPRIETOR OF SUPPORT COMPANY. STARTED 01/2012 6 HOURS WEEKLY, 1 DURING TRADING HOURS. Thomas Colitsas & Associates, PA and Princeton Group Tax, Consulting & Accounting - managing partner - 30 hours per week SOUND FINANCIAL SOLUTIONS INC - IAR BUSINESS - 6 hours per week 2) Carnegie Holdings, LLC; Member; Owns 777 Property Management, LLC which purchased the building Princeton Financial Group LLC and PFG - Financial Planning & Management are primary tenants of property.
CRS (Client Relationship Summary) - RIA
Click below to view James Gregory Colitsas's 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®
NoneExperience
Current
January 11, 2013 - Present
OMNI 360 WEALTH, INC.
Office #1: 777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536RIA
CRD#: 124878
PLAINSBORO, NJ
Past
April 25, 2013 - November 10, 2014
REALTA EQUITIES, INC.
BD
CRD#: 23769
WILMINGTON, DE
Past
January 12, 2009 - December 17, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PRINCETON, NJ
Past
November 20, 2006 - January 12, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
PRINCETON, NJ
Past
December 6, 2005 - December 17, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PRINCETON, NJ
Past
December 18, 2003 - December 6, 2005
NORTH COAST SECURITIES CORPORATION
BD
CRD#: 35982
SAN FRANCISCO, CA
Past
June 5, 2001 - February 11, 2004
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
July 17, 2000 - November 7, 2001
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
May 4, 2000 - August 10, 2000
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
O3
OMNI 360 WEALTH, INC.
OMNI 360 ADVISORS, LLC | SOUND FINANCIAL SOLUTIONS, INC. | PFG - FINANCIAL PLANNING & MANAGEMENT | OMNI 360 WEALTH, INC.
CRD#: 124878 / SEC#: 801-121387
RIA
Registered Investment Advisory firm - (6/4/2021 Approved)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(1/11/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
O3
OMNI 360 WEALTH, INC.
OMNI 360 ADVISORS, LLC | SOUND FINANCIAL SOLUTIONS, INC. | PFG - FINANCIAL PLANNING & MANAGEMENT | OMNI 360 WEALTH, INC.
CRD#: 124878 / SEC#: 801-121387
RIA
Registered Investment Advisory firm - (6/4/2021 Approved)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536
Mailing Address
Phone number
(609) 452-0889
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 881 |
| AUM (Assets Under Management) | $ 324,524,220 |
Red Flags
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Company Information
OMNI 360 WEALTH, INC.
CRD#: 124878Plainsboro, NJ 08536TRUST BUT VERIFY
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