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JV

Jennifer M. Verina

Some features on this profile are disabled
CRD#: 6748011
JV

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.

Jennifer Megan Verina, who also goes by Jennifer Megan Brancato, Jennifer Megan Greenhill, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2017. Jennifer had worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Megan Brancato | Jennifer Megan Greenhill

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

October 19, 2018 - November 3, 2023

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA
Past

October 10, 2018 - December 2, 2025

ALTEGRIS ADVISORS, LLC

RIA
CRD#: 154003
SAN JUAN CAPISTRANO, CA
Past

February 20, 2018 - June 29, 2018

ALTEGRIS ADVISORS, LLC

RIA
CRD#: 154003
LA JOLLA, CA
Past

May 15, 2017 - June 29, 2018

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA

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
IAR
Series 65
Date: 2/20/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/6/2017
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/15/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/18/2017
General Securities Principal Examination

Current Firm

AD
ALPHAMAX DISTRIBUTORS, L.L.C.
ALPHAMAX | ROCKWELL INVESTMENTS, INC. | ALTEGRIS INVESTMENTS, LLC | ALTEGRIS INVESTMENTS, INC. | ALTEGRIS DISTRIBUTORS, L.L.C. | ALPHAMAX DISTRIBUTORS, L.L.C.

CRD#: 8258 / SEC#: , 8-24931

BD
Terminated by SEC on 01/02/2024
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 12/31/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
OSBORNE, MATTHEW CHARLESCHIEF EXECUTIVE OFFICER & CIO, CCO2949871

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

ALPHAMAX DISTRIBUTORS, L.L.C.

CRD#: 8258

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