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JR

Jacob J. Rooney

Some features on this profile are disabled
CRD#: 6879639
JR

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.

Jacob James Rooney Mr was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2017. Jacob had worked at 1 firm and has passed the SIE and Series 7 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)

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

December 14, 2017 - July 6, 2020

TORCH PARTNERS CORPORATE FINANCE INC

BD
CRD#: 159175
LONDON,

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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/2017
General Securities Representative Examination

Current Firm

TP
TORCH PARTNERS CORPORATE FINANCE INC
TORCH PARTNERS CORPORATE FINANCE INC

CRD#: 159175 / SEC#: , 8-68966

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

Main Address
33 Cavendish Square, London, W1G 0PW
Mailing Address
33 Cavendish Square, London, W1G 0PW
Phone number
0044207 227-8830
Established
California since 03/04/2011
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TORCH PARTNERS IB HOLDINGS LIMITEDOWNER
DREPAUL, ROSHNI ARUNAFINOP6487453
IGNALL, EVAN TODDCCO2039007
ROBSON, RUPERT WILLIAMCHIEF EXECUTIVE OFFICER5991891

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

TORCH PARTNERS CORPORATE FINANCE INC

CRD#: 159175

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