JM
James D. Mac Intyre
EOLAS CAPITAL
BOSTON, MA 02109
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CRD#: 4739791
JM
Professional summary
James Desmond Mac Intyre, who also goes by James D Macintyre, is a registered financial advisor currently at EOLAS CAPITAL located in Boston, Massachusetts and INTE SECURITIES LLC located in New York, New York.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. James has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James D Macintyre
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.
Loot Financial Services Corp, Yes the business is investment-related, 7 Dwiggins Path, Hingham, MA 02043. Merchant Credit Advance Platform, Strategic Advisor, 05/30/2023, 2 hours per month, no hours devoted to the other business during securities trading hours. Provide strategic guidance at meta level to the firm's CEO.; Prime Meridian Capital Management, yes the business is investment related, 2121 N California Blvd, Walnut Creek, CA 94596, Multi-Sector Private Credit Manager, Advisory Board Member, 01/01/2025, 1 hour per month during trading hours. Provide high level strategic guidance at firm level on business strategy and product level.
CRS (Client Relationship Summary) - RIA
Click below to view James Desmond Mac Intyre'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
October 26, 2021 - Present
EOLAS CAPITAL
Office #1: Ten Post Office Square Suite 1102, Boston, MA 02109RIA
CRD#: 316292
BOSTON, MA
Current
March 28, 2022 - Present
INTE SECURITIES LLC
Office #1: 42 Broadway, Suite 12-128, New York, NY 10004BD
CRD#: 47107
NEW YORK, NY
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.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
Alabama(9/2/2022)
RR
Alaska(9/2/2022)
RR
Arizona(9/2/2022)
RR
Arkansas(9/2/2022)
RR
California(4/6/2022)
RR
Colorado(9/2/2022)
RR
Connecticut(4/6/2022)
RR
Delaware(9/2/2022)
RR
District of Columbia(9/2/2022)
RR
Florida(4/6/2022)
RR
Georgia(9/2/2022)
RR
Hawaii(9/2/2022)
RR
Idaho(9/2/2022)
RR
Illinois(4/6/2022)
RR
Indiana(4/6/2022)
RR
Iowa(9/2/2022)
RR
Kansas(9/2/2022)
RR
Kentucky(9/2/2022)
RR
Louisiana(9/2/2022)
RR
Maine(9/2/2022)
RR
Maryland(9/2/2022)
IAR
Massachusetts(10/26/2021)
RR
Massachusetts(3/28/2022)
RR
Michigan(4/6/2022)
RR
Minnesota(9/2/2022)
RR
Mississippi(9/2/2022)
RR
Missouri(9/2/2022)
RR
Montana(9/2/2022)
RR
Nebraska(9/2/2022)
RR
Nevada(9/2/2022)
RR
New Hampshire(9/2/2022)
RR
New Jersey(9/2/2022)
RR
New Mexico(9/2/2022)
RR
New York(4/6/2022)
RR
North Carolina(9/2/2022)
RR
North Dakota(9/2/2022)
RR
Ohio(4/6/2022)
RR
Oklahoma(9/2/2022)
RR
Oregon(4/6/2022)
RR
Pennsylvania(4/6/2022)
RR
Rhode Island(9/2/2022)
RR
South Carolina(9/2/2022)
RR
South Dakota(9/2/2022)
RR
Tennessee(9/19/2024)
IAR
Texas(2/9/2022)
RR
Texas(4/6/2022)
RR
Utah(9/2/2022)
RR
Vermont(9/2/2022)
RR
Virginia(9/2/2022)
RR
Washington(4/6/2022)
RR
West Virginia(9/2/2022)
RR
Wisconsin(9/2/2022)
RR
Wyoming(9/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 2/23/2024
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 3/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EC
EOLAS CAPITAL
EOLAS CAPITAL | EOLAS CAPITAL LLC
CRD#: 316292 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/26/2021 Approved)Texas
Registered Investment Advisory firm - (2/1/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ten Post Office Square Suite 1102, Boston, MA 02109
Mailing Address
Phone number
(617) 468-4128
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
EOLAS CAPITAL
CRD#: 316292Boston, MA 02109TRUST BUT VERIFY
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