JB

Jose L. Bonnemaison-barreto

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CRD#: 4734744
JB

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.

Jose Luis Bonnemaison-barreto, who also goes by Jose Luis Bonnemaison, was a registered financial professional .

Jose is a previously registered financial professional and started their career in finance in 2004. Jose had worked at 2 firms and has passed the Series 7 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jose Luis Bonnemaison

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.

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

March 30, 2011 - February 27, 2012

STATETRUST INVESTMENTS INC.

BD
CRD#: 104651
BOCA RATON, FL
Past

July 27, 2009 - March 29, 2011

EQUITY SERVICES, INC.

BD
CRD#: 265
CORAL GABLES, FL
Past

February 16, 2005 - May 13, 2009

STATETRUST INVESTMENTS INC.

BD
CRD#: 104651
MIAMI, FL
Past

January 1, 2004 - February 19, 2004

STATETRUST INVESTMENTS INC.

BD
CRD#: 104651
BOCA RATON, FL

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

Current Firm


SI
STATETRUST INVESTMENTS INC.
STATETRUST INVESTMENTS INC.

CRD#: 104651 / SEC#: , 8-52954

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


Main Address
1750 Clint Moore Road, Boca Raton, FL 33487
Mailing Address
1750 Clint Moore Road, Boca Raton, FL 33487
Phone number
(305) 921-8100
Established
Delaware since 04/14/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


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

Direct owners and executive officers


NamePositionCRD#
STATETRUST GROUPSHAREHOLDER
APONTE, NAPOLEON ARTUROCCO, SROP, MUNI PRINCIPAL3051313
CIMBAL, JEFFREY WAYNEPRESIDENT - FINOP2028791

Disclosures


Regulatory Event7

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


STATETRUST INVESTMENTS INC.

CRD#: 104651

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