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JA

Javier C. Avalos

CAPLIGHT MARKETS LLC
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 5836369
JA

Professional summary


Javier Christian Avalos is a registered financial professional currently at CAPLIGHT MARKETS LLC located in San Francisco, California.

Javier is registered as a RR (Registered Representative) and started their career in finance in 2011. Javier has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Javier Christian Avalos'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

August 12, 2022 - Present

CAPLIGHT MARKETS LLC

Office #1: 531 Howard Street 4th Floor, San Francisco, CA 94105
BD
CRD#: 103970
San Francisco, CA
Past

May 6, 2021 - November 30, 2021

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

BD
CRD#: 154559
SALT LAKE CITY, UT
Past

June 21, 2017 - October 6, 2020

FORGE MARKETS LLC

BD
CRD#: 166555
San Francisco, CA
Past

May 8, 2014 - April 18, 2017

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
SAN FRANCISCO, CA
Past

June 12, 2013 - May 8, 2014

COWEN AND COMPANY

BD
CRD#: 7616
SAN FRANCISCO, CA
Past

December 6, 2011 - June 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JERSEY CITY, NJ
Past

August 12, 2011 - June 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
California
(4/6/2023)
RR
Connecticut
(8/12/2022)
RR
Florida
(7/1/2023)
RR
Illinois
(10/16/2023)
RR
New Jersey
(4/26/2023)
RR
New York
(3/22/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 12/13/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CM
CAPLIGHT MARKETS LLC
CAPLIGHT MARKETS LLC | PROSPERO CAPITAL LLC

CRD#: 103970 / SEC#: , 8-52440

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


Main Address
531 Howard Street 4th Floor, San Francisco, CA 94105
Mailing Address
531 Howard Street 4th Floor, San Francisco, CA 94105
Phone number
(917) 456-2371
Established
Connecticut since 01/14/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 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#
CAPLIGHT TECHNOLOGIESOWNER
AVALOS, JAVIER CHRISTIANCEO5836369
CHUNG, MICHAEL NMNFINOP, PFO, POO5739877
STEINBERG, MICHAEL NMNCCO1062776

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


CAPLIGHT MARKETS LLC

CRD#: 103970San Francisco, CA 94105

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