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JM

Jade M. Miller

COBALT CAPITAL
LAKE MARY, FL 32746
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CRD#: 6223221
JM

Professional summary


Jade Michele Miller, who also goes by Jade Michelle Denison, Jade Michele Denison, Jade Denison Miller, is a registered financial professional currently at COBALT CAPITAL, INC. located in Lake Mary, Florida.

Jade is registered as a RR (Registered Representative) and started their career in finance in 2014. Jade has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

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) - BD


Click below to view Jade Michele Miller'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 1, 2019 - Present

COBALT CAPITAL, INC.

Office #1: 801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
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.

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
Alabama
(4/18/2019)
RR
Alaska
(4/1/2019)
RR
Arizona
(4/5/2019)
RR
Arkansas
(4/18/2019)
RR
California
(4/1/2019)
RR
Colorado
(4/1/2019)
RR
Connecticut
(4/18/2019)
RR
Delaware
(5/23/2019)
RR
District of Columbia
(4/10/2019)
RR
Florida
(4/1/2019)
RR
Georgia
(4/16/2019)
RR
Hawaii
(4/25/2019)
RR
Idaho
(4/1/2019)
RR
Illinois
(6/3/2019)
RR
Indiana
(4/15/2019)
RR
Iowa
(4/1/2019)
RR
Kansas
(4/29/2019)
RR
Kentucky
(4/1/2019)
RR
Louisiana
(4/1/2019)
RR
Maine
(4/18/2019)
RR
Maryland
(4/1/2019)
RR
Massachusetts
(4/1/2019)
RR
Michigan
(4/1/2019)
RR
Minnesota
(4/1/2019)
RR
Mississippi
(4/1/2019)
RR
Missouri
(4/17/2019)
RR
Montana
(4/1/2019)
RR
Nebraska
(4/12/2019)
RR
Nevada
(5/23/2019)
RR
New Hampshire
(4/16/2019)
RR
New Jersey
(5/23/2019)
RR
New Mexico
(4/1/2019)
RR
New York
(4/1/2019)
RR
North Carolina
(4/1/2019)
RR
North Dakota
(4/18/2019)
RR
Ohio
(4/1/2019)
RR
Oklahoma
(4/1/2019)
RR
Oregon
(4/16/2019)
RR
Pennsylvania
(4/5/2019)
RR
Puerto Rico
(5/2/2019)
RR
Rhode Island
(4/1/2019)
RR
South Carolina
(4/17/2019)
RR
South Dakota
(4/1/2019)
RR
Tennessee
(5/5/2023)
RR
Texas
(4/1/2019)
RR
Utah
(4/1/2019)
RR
Vermont
(4/9/2019)
RR
Virginia
(4/5/2019)
RR
Washington
(4/1/2019)
RR
West Virginia
(4/9/2019)
RR
Wisconsin
(4/1/2019)
RR
Wyoming
(4/18/2019)

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
SRO Registrations
RR
FINRA

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#: 136161Lake Mary, FL 32746

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