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JL

James R. Latimer

3PE ADVISORS
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 4462115
JL

Professional summary

James Robert Latimer III, who also goes by James Robert Latimer, III, is a registered financial professional currently at 3PE ADVISORS located in Dallas, Texas.

James is registered as a RR (Registered Representative) and started their career in finance in 2002. James has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

James Robert Latimer, Iii

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 Robert Latimer III'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®
None

Experience

Current

January 18, 2019 - Present

3PE ADVISORS

Office #1: 1910 Pacific Avenue, Suite 14183, Dallas, TX 75201
BD
CRD#: 290234
Dallas, TX
Past

March 15, 2002 - February 27, 2018

BLACKHILL ADVISORS LP

BD
CRD#: 116423
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(1/31/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 1/22/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 2/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/15/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 1/25/2002
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

3A
3PE ADVISORS
3P ENERGY ADVISORS LLC | SPEYSIDE ADVISORS, LLC | 3PE ADVISORS

CRD#: 290234 / SEC#: , 8-70023

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

Main Address
1910 Pacific Avenue, Ste 14183, Dallas, TX 75201
Mailing Address
1910 Pacific Avenue, Ste 14183, Dallas, TX 75201
Phone number
(972) 645-3250
Established
Texas since 05/12/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
3P ENERGY CAPITAL LLCMEMBER
KITCHENS, CHRISTINA VANESSACEO7632708
LATIMER, JAMES ROBERT IIICFO, FINOP4462115
TAYLOR, MICHAEL PEREZPRESIDENT, CCO4131002

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

3PE ADVISORS

CRD#: 290234Dallas, TX 75201

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