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BH

Blake J. Harris

TEMPLUM MARKETS LLC
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 5752081
BH

Professional summary


Blake Joseph Harris, who also goes by Blake Harris, is a registered financial professional currently at TEMPLUM MARKETS LLC located in New York, New York.

Blake is registered as a RR (Registered Representative) and started their career in finance in 2010. Blake has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Blake Harris

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 Blake Joseph Harris'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

April 19, 2022 - Present

TEMPLUM MARKETS LLC

Office #1: 315 Madison Ave 3rd Fl, New York, NY 10017
BD
CRD#: 102840
NEW YORK, NY
Past

November 8, 2017 - April 22, 2022

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 23, 2015 - November 7, 2017

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
MINNEAPOLIS, MN
Past

November 29, 2010 - July 2, 2015

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

BD
CRD#: 26506
Minneapolis, MN

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
Minnesota
(6/30/2022)
RR
New York
(6/30/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 5/24/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/27/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/10/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TM
TEMPLUM MARKETS LLC
GENESIS SECURITIES, INC. | VISIONQUEST SECURITIES, LLC. | TEMPLUM MARKETS LLC | OUISA CAPITAL LLC | LIQUID M CAPITAL LLC | GENESIS SECURITIES, LLC

CRD#: 102840 / SEC#: , 8-52169

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


Main Address
315 Madison Ave 3rd Fl, New York, NY 10017
Mailing Address
315 Madison Ave 3rd Fl, New York, NY 10017
Phone number
(332) 895-5038
Established
Delaware since 01/25/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
TEMPLUM, INC.SHAREHOLDER
LEE, EDWARD JCHIEF COMPLIANCE OFFICER4150803
RAMOS, JOSEPH MARIOPFO/POO, CEO/PRESIDENT2065829
VALLONE, ROBERT GERARDFINOP6836338

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


TEMPLUM MARKETS LLC

CRD#: 102840New York, NY 10017

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