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JC

James M. Corboy

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CRD#: 54051
JC

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.

James Mcnally Corboy, who also goes by Jim Corboy, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1970. James had worked at 15 firms and has passed the Series 63, Series 3, PC, Series 1, Series 8, Series 4 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Corboy

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)


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

May 23, 2013 - June 3, 2014

PENATES GROUP, INC.

BD
CRD#: 44266
PACIFIC PALISADES, CA
Past

August 1, 2012 - May 24, 2013

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

March 26, 2012 - July 6, 2012

BURCH & COMPANY, INC

BD
CRD#: 102280
DENVER, CO
Past

January 11, 2012 - January 31, 2012

CBC SECURITIES, INC.

BD
CRD#: 46153
DENVER, CO
Past

October 28, 2008 - September 23, 2011

W.G. NIELSEN & CO.

BD
CRD#: 41093
DENVER, CO
Past

April 24, 2008 - October 22, 2008

GVC CAPITAL LLC

BD
CRD#: 38923
GREENWOOD VILLAGE, CO
Past

June 7, 2000 - January 14, 2005

CORBOY AND JERDE, LLC

BD
CRD#: 103640
LAKEWOOD, CO
Past

April 8, 1998 - October 11, 1999

CENTURY CAPITAL GROUP, INC.

BD
CRD#: 44694
ENGLEWOOD, CO
Past

October 14, 1994 - April 14, 1998

SKB CORBOY, INC

BD
CRD#: 37172
ENGLEWOOD, CO
Past

April 11, 1989 - October 14, 1994

CORBOY & COMPANY, L.P.

BD
CRD#: 23706
Past

October 5, 1988 - April 17, 1989

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

June 2, 1986 - October 3, 1988

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

November 6, 1979 - June 16, 1986

WILLIAM BLAIR

BD
CRD#: 1252
Past

May 26, 1977 - December 5, 1979

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

November 13, 1974 - June 5, 1977

WILLIAM BLAIR

BD
CRD#: 1252
Past

November 1, 1970 - December 26, 1974

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361

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


State Security Law Exam
RR
Series 63
Date: 5/3/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 5/20/1981
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/21/1965
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/4/1986
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 6/23/1978
Registered Principal Examination

Current Firm


PG
PENATES GROUP, INC.
PENATES GROUP, INC.

CRD#: 44266 / SEC#: , 8-50594

BD
Terminated by SEC on 06/01/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 08/27/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OBRIEN, JOHN PATRICKPRESIDENT AND CEO, CHIEF COMPLIANCE OFFICER2637870

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


PENATES GROUP, INC.

CRD#: 44266

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