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JO

James L. Olencki

TOURMALINE PARTNERS
Stamford, CT 06901
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CRD#: 5602387
JO

Professional summary


James Louis Olencki MR., who also goes by James Lewis Olencki Mr., is a registered financial professional currently at TOURMALINE PARTNERS, LLC located in Stamford, Connecticut.

James is registered as a RR (Registered Representative) and started their career in finance in 2008. James has worked at 3 firms and has passed the Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Lewis Olencki Mr.

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 Louis Olencki MR.'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

February 1, 2018 - Present

TOURMALINE PARTNERS, LLC

Office #1: 680 Washington Blvd. 10th Floor, Stamford, CT 06901
BD
CRD#: 154492
Stamford, CT
Past

April 3, 2012 - October 5, 2017

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
NEW YORK, NY
Past

October 24, 2008 - January 19, 2012

ALADDIN CAPITAL LLC

BD
CRD#: 103766
STAMFORD, CT

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
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TP
TOURMALINE PARTNERS, LLC
TOURMALINE PARTNERS, LLC

CRD#: 154492 / SEC#: , 8-68644

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


Main Address
680 Washington Blvd. 10th Floor, Stamford, CT 06901
Mailing Address
680 Washington Blvd. 10th Floor, Stamford, CT 06901
Phone number
(203) 302-7300
Established
Connecticut since 06/17/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TOUR INTERMEDIATE 2, LLCSOLE MEMBER
CONWAY, JAMES ROBERTCFO, FINOP4368039
DISPIGNA, DANIEL NMNCOO2902260
HANTMAN, AARON SAMUELCEO3020334
OLENCKI, JAMES LOUIS MR.CHIEF COMPLIANCE OFFICER5602387

Disclosures


Regulatory Event3

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TOURMALINE PARTNERS, LLC

CRD#: 154492Stamford, CT 06901

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