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JM

Jade M. Miller

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CRD#: 6223221
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jade Michele Miller, who also goes by Jade Michelle Denison, Jade Michele Denison, Jade Denison Miller, was a registered financial professional .

Jade is a previously registered financial professional and started their career in finance in 2014. Jade had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jade Michelle Denison | Jade Michele Denison | Jade Denison Miller

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 1, 2019 - December 31, 2025

COBALT CAPITAL, INC.

BD
CRD#: 136161
LAKE MARY, FL
Past

May 9, 2018 - April 2, 2019

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

February 24, 2017 - February 13, 2018

TRITON PACIFIC SECURITIES, LLC

BD
CRD#: 139919
EL SEGUNDO, CA
Past

August 26, 2014 - February 28, 2017

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL

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


State Security Law Exam
RR
Series 63
Date: 9/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
COBALT CAPITAL, INC.
COBALT CAPITAL, INC.

CRD#: 136161 / SEC#: , 8-66979

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


Main Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Mailing Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Phone number
(407) 649-3150
Established
Florida since 03/18/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
SCHICK, BENJAMIN MELVINPRINCIPAL, PRESIDENT, CEO4897243
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637
OHAB, PAMELA CATHYFINOP2700308

Disclosures


Regulatory Event1

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


COBALT CAPITAL, INC.

CRD#: 136161

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