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JD

Jeremiah P. Duggan

SUMO CAPITAL
Chicago, IL 60605
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CRD#: 6097999
JD

Professional summary


Jeremiah Patrick Duggan, who also goes by Duggan Patrick Jeremiah, is a registered financial professional currently at SUMO CAPITAL, LLC located in Chicago, Illinois.

Jeremiah is registered as a RR (Registered Representative) and started their career in finance in 2012. Jeremiah has worked at 3 firms and has passed the Series 57TO, SIE and Series 56 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Duggan Patrick Jeremiah

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 Jeremiah Patrick Duggan'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

June 28, 2017 - Present

SUMO CAPITAL, LLC

Office #1: 425 S. Financial Place 15th Floor, Chicago, IL 60605
BD
CRD#: 146310
Chicago, IL
Past

May 15, 2014 - January 27, 2017

ANDRIE TRADING LLC

BD
CRD#: 101500
CHICAGO, IL
Past

July 25, 2012 - December 4, 2013

CTC, LLC

BD
CRD#: 44597
CHICAGO, IL

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 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 56
Date: 7/24/2012
Proprietary Trader Qualification Examination
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC

Current Firm


SC
SUMO CAPITAL, LLC
SUMO CAPITAL, LLC | SUMO TRADING LLC | SUMO TRADING

CRD#: 146310 / SEC#: , 8-67809

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


Main Address
425 S. Financial Place 15th Floor, Chicago, IL 60605
Mailing Address
425 S. Financial Place 15th Floor, Chicago, IL 60605
Phone number
(312) 241-1622
Established
Illinois since 01/10/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SUMO PARTNERS LLCMEMBER OF SUMO CAPITAL, LLC
D'ANNA, WILLIAM ANTHONYPRINCIPAL OPERATIONS OFFICER4744170
D'ANNA, WILLIAM ANTHONYFINOP4744170
D'ANNA, WILLIAM ANTHONYPRINCIPAL FINANCIAL OFFICER4744170
GUTMAN, DANIELPRINCIPAL AND COO2903640
ROWAN, KATHLEEN ANNECCO3180771
TRAVIS, TERRENCE PATRICKCONSULTANT - RISK MANAGER1545662

Disclosures


Regulatory Event22

Red Flags


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Company Information


SUMO CAPITAL, LLC

CRD#: 146310Chicago, IL 60605

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