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JB

James H. Bullock

SKYWAY CAPITAL MARKETS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 5579402
JB

Professional summary

James Harry Bullock, who also goes by James Harry Bullock Mr., Jim Harry Bullock, James Bullock, Jim Bullock, is a registered financial professional currently at SKYWAY CAPITAL MARKETS, LLC located in Tampa, Florida.

James is registered as a RR (Registered Representative) and started their career in finance in 2008. James has worked at 9 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

James Harry Bullock Mr. | Jim Harry Bullock | James Bullock | Jim Bullock

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 Harry Bullock'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

October 22, 2021 - Present

SKYWAY CAPITAL MARKETS, LLC

Office #1: 100 North Tampa Street Suite 3550, Tampa, FL 33602
BD
CRD#: 124630
Tampa, FL
Past

July 26, 2022 - March 4, 2025

COBALT CAPITAL, INC.

BD
CRD#: 136161
LAKE MARY, FL
Past

September 21, 2016 - June 29, 2018

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
Castle Rock, CO
Past

September 21, 2016 - June 29, 2018

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
Santa Monica, CA
Past

May 7, 2012 - October 13, 2014

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

January 25, 2012 - October 13, 2014

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

January 7, 2011 - December 8, 2011

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

August 18, 2009 - January 11, 2011

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

September 22, 2008 - August 6, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
AMERICAN FORK, UT

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
Alabama
(12/10/2021)
RR
Alaska
(12/21/2021)
RR
Arizona
(11/3/2021)
RR
Arkansas
(12/14/2021)
RR
California
(12/10/2021)
RR
Colorado
(10/22/2021)
RR
Connecticut
(10/25/2021)
RR
Delaware
(12/10/2021)
RR
District of Columbia
(10/22/2021)
RR
Florida
(10/25/2021)
RR
Georgia
(12/14/2021)
RR
Idaho
(10/25/2021)
RR
Illinois
(12/13/2021)
RR
Indiana
(12/10/2021)
RR
Iowa
(12/10/2021)
RR
Kansas
(12/15/2021)
RR
Kentucky
(12/13/2021)
RR
Louisiana
(10/25/2021)
RR
Maine
(2/15/2022)
RR
Maryland
(10/26/2021)
RR
Michigan
(12/14/2021)
RR
Minnesota
(12/10/2021)
RR
Mississippi
(12/10/2021)
RR
Missouri
(12/10/2021)
RR
Montana
(12/13/2021)
RR
Nebraska
(6/27/2022)
RR
Nevada
(12/20/2021)
RR
New Hampshire
(12/14/2021)
RR
New Mexico
(12/10/2021)
RR
New York
(12/10/2021)
RR
North Carolina
(12/10/2021)
RR
North Dakota
(12/13/2021)
RR
Ohio
(10/22/2021)
RR
Oklahoma
(12/13/2021)
RR
Oregon
(12/13/2021)
RR
Pennsylvania
(12/10/2021)
RR
Puerto Rico
(10/22/2021)
RR
Rhode Island
(12/20/2021)
RR
South Carolina
(12/15/2021)
RR
South Dakota
(1/5/2022)
RR
Tennessee
(12/10/2021)
RR
Texas
(12/11/2021)
RR
Utah
(12/10/2021)
RR
Vermont
(12/10/2021)
RR
Virginia
(12/11/2021)
RR
Washington
(12/9/2021)
RR
West Virginia
(12/13/2021)
RR
Wisconsin
(12/10/2021)
RR
Wyoming
(12/10/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/9/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SKYWAY CAPITAL MARKETS, LLC
SKYWAY ADVISORS, LLC | SKYWAY CAPITAL MARKETS, LLC

CRD#: 124630 / SEC#: , 8-65702

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

Main Address
100 North Tampa Street Suite 3550, Tampa, FL 33602
Mailing Address
100 North Tampa Street Suite 3550, Tampa, FL 33602
Phone number
(813) 210-9530
Established
Florida since 09/17/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
CAYMUS CAPITAL HOLDINGS, LLCOWNER
CARTER, ANA RCHIEF FINANCIAL OFFICER4424794
FREEMAN, MICHAEL ALLENOWNER1269039
MEUNIER, CHRISTOPHER JABOACHIEF COMPLIANCE OFFICER7407392
OVERBY, ROGER LYNNOWNER1919255
TRABER, MARTIN ALBERTOWNER6717637
WOOMER, ROBERTCHIEF EXECUTIVE OFFICER4255937

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

SKYWAY CAPITAL MARKETS, LLC

CRD#: 124630Tampa, FL 33602

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