James D. Weidner
Professional summary
James Daniel Weidner, who also goes by James D. Weidner, James Weidner, is a registered financial professional currently at METRIC POINT CAPITAL, LLC located in San Clemente, California.
James is registered as a RR (Registered Representative) and started their career in finance in 2004. James has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James Daniel Weidner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2017 - Present
METRIC POINT CAPITAL, LLC
Office #1: 501 N. El Camino Real Suite 216, San Clemente, CA 92672October 28, 2004 - December 21, 2017
ATLANTIC - PACIFIC CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/9/2017)
(7/21/2017)
(2/8/2018)
(9/28/2017)
(1/30/2018)
(10/23/2017)
(2/16/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
METRIC POINT CAPITAL, LLC
CRD#: 287519 / SEC#: , 8-69901
Contact information
FINRA licenses (27 States and Territories)
Documents
Red Flags
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Company Information
METRIC POINT CAPITAL, LLC
CRD#: 287519San Clemente, CA 92672TRUST BUT VERIFY
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