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JN

James T. Nagle

LIGHTPATH CAPITAL,
Southlake, TX 76092
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CRD#: 4897449
JN

Professional summary


James Thomas Nagle is a registered financial professional currently at LIGHTPATH CAPITAL, INC located in Southlake, Texas.

James is registered as a RR (Registered Representative) and started their career in finance in 2005. James has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Thomas Nagle's CRS (Customer Relationship Summary).
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

July 5, 2019 - Present

LIGHTPATH CAPITAL, INC

Office #1: 1560 E. Southlake Blvd., Suite 100, Southlake, TX 76092
BD
CRD#: 34617
Southlake, TX
Past

December 18, 2018 - July 9, 2019

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ENCINO, CA
Past

May 23, 2012 - March 14, 2019

SILBER BENNETT FINANCIAL, INC.

BD
CRD#: 156435
ENCINO, CA
Past

December 16, 2005 - April 26, 2010

EMPIRE SECURITIES CORPORATION

BD
CRD#: 2826
EL SEGUNDO, CA
Past

October 19, 2005 - December 9, 2005

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

January 28, 2005 - November 1, 2005

EMPIRE SECURITIES CORPORATION

BD
CRD#: 2826
EL SEGUNDO, CA

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
California
(7/5/2019)
RR
Montana
(4/8/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/15/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LIGHTPATH CAPITAL, INC
LIGHTPATH CAPITAL, INC | STREAMLINE CAPITAL CORPORATION | PROTECTIVE BROKERAGE CORPORATION

CRD#: 34617 / SEC#: , 8-46299

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


Main Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Mailing Address
1560 E. Southlake Blvd. Suite 100, Southlake, TX 76092
Phone number
(214) 734-2957
Established
California since 06/02/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DHILLON, HARINDER SINGHCHAIRMAN OF THE BOARD
RICHARDSON, MARK JAYOWNER6259211
UCCIFERRI, CHARLES SANTINOPRINCIPAL7158252
UCCIFERRI, LOUIE NMNCCO, FINOP, AML-CO1156956
UCCIFERRI, LOUIE NMNPRESIDENT1156956

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


LIGHTPATH CAPITAL, INC

CRD#: 34617Southlake, TX 76092

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