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JC

James D. Casey

ACADEMY SECURITIES
New York, NY 10017
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CRD#: 500062
JC

Professional summary


James Douglas Casey III, who also goes by James Douglas Casey, is a registered financial professional currently at ACADEMY SECURITIES, INC. located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1976. James has worked at 6 firms and has passed the SIE and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Douglas Casey

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 Douglas Casey 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

September 9, 2024 - Present

ACADEMY SECURITIES, INC.

Office #1: 622 3rd Avenue 12th Floor, New York, NY 10017
BD
CRD#: 17433
New York, NY
Past

August 10, 2021 - August 16, 2024

AMERICAN VETERANS GROUP, PBC

BD
CRD#: 291933
MELVILLE, NY
Past

March 26, 1992 - April 16, 2019

GATES CAPITAL CORPORATION

BD
CRD#: 29582
NEW YORK, NY
Past

January 13, 1992 - May 4, 1992

LANGDON P COOK & CO. INCORPORATED

BD
CRD#: 7114
NEW YORK, NY
Past

August 31, 1990 - January 16, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 29, 1984 - October 24, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

April 21, 1976 - September 4, 1990

LANGDON P COOK & CO. INCORPORATED

BD
CRD#: 7114
NEW YORK, NY

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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ACADEMY SECURITIES, INC.
ACADEMY ASSET MANAGEMENT | STERLING INVESTMENT SERVICES, INC. | LASALLE BROKERAGE SERVICES, INC. | ACADEMY SECURITIES, INC.

CRD#: 17433 / SEC#: , 8-35173

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


Main Address
622 3rd Avenue 12th Floor, New York, NY 10017
Mailing Address
622 3rd Avenue 12th Floor, New York, NY 10017
Phone number
(646) 736-3995
Established
Delaware since 11/07/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MIMS, RONALD CHANCECHAIRMAN, CEO5637540
GRAHAM, ANTHONY RFINOP4959159
GRAHAM, ANTHONY RPRINCIPAL OPERATIONS OFFICER4959159
GRAHAM, ANTHONY RPRINCIPAL FINANCIAL OFFICER4959159
GRAHAM, ANTHONY RCOO4959159
MCCONKEY, PHILIP JOSEPHVICE CHAIRMAN3253139
WILCOX, SPENCER HAMILTONPRESIDENT5802885
BOYD, MICHAEL BARTOWCHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL,REGISTERED OPTIONS PRINCIPAL, AML OFFICER2557814

Disclosures


Regulatory Event1

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


ACADEMY SECURITIES, INC.

CRD#: 17433New York, NY 10017

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