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JR

James A. Revels

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CRD#: 712722
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.

James Arthur Revels was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1980. James had worked at 18 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 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

March 5, 2015 - December 18, 2018

KEY WEST INVESTMENTS, LLC

BD
CRD#: 149418
SAN GABRIEL, CA
Past

January 18, 2013 - March 6, 2015

WILLOW COVE INVESTMENT GROUP, INC.

BD
CRD#: 107824
WINNECONNE, WI
Past

May 18, 2007 - March 14, 2013

R.W. TOWT & ASSOCIATES

BD
CRD#: 128837
SAN DIEGO, CA
Past

April 15, 2004 - May 15, 2007

GRIFFIN, MILLS & LONG, LLC

BD
CRD#: 47778
SAN DIEGO, CA
Past

July 25, 2001 - December 31, 2003

BACK BAY CAPITAL, INC.

BD
CRD#: 22824
SAN DIEGO, CA
Past

June 21, 1999 - September 7, 2001

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
SAN DIEGO, CA
Past

October 15, 1992 - April 29, 1999

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

July 15, 1992 - October 13, 1992

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

April 29, 1992 - July 8, 1992

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

January 24, 1992 - May 19, 1992

SMITH, BENTON & HUGHES, INC.

BD
CRD#: 20877
LOS ANGELES, CA
Past

June 3, 1991 - January 14, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

July 22, 1985 - May 23, 1991

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

January 10, 1985 - July 26, 1985

GENESIS CAPITAL CORPORATION

BD
CRD#: 14813
Past

April 15, 1982 - February 6, 1989

RUSHMORE CAPITAL, INC.

BD
CRD#: 5940
Past

March 11, 1982 - December 27, 1984

RICHEY, FRANKEL & COMPANY

BD
CRD#: 8548
Past

February 12, 1982 - October 9, 1984

SUMMIT SECURITIES LIMITED

BD
CRD#: 10142
Past

December 15, 1981 - February 4, 1982

RUSHMORE CAPITAL, INC.

BD
CRD#: 5940
Past

October 22, 1981 - November 17, 1981

FIRST COLORADO INVESTMENTS & SECURITIES, INC.

BD
CRD#: 6929
Past

July 28, 1980 - October 25, 1983

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 4/28/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/25/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


KW
KEY WEST INVESTMENTS, LLC
KEY WEST INVESTMENTS, LLC

CRD#: 149418 / SEC#: , 8-68166

BD
Terminated by SEC on 02/14/2019
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Contact information


Main Address
227 W. Valley Blvd, Suite 298-b, San Gabriel, CA 91776
Mailing Address
Phone number
Established
California since 09/13/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
YIU, YVONNE YINGFANCEO, CCO & FINOP3135460
QUINTERO, ARTHUR MANLIOCCO1676250

Disclosures


Regulatory Event2

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


KEY WEST INVESTMENTS, LLC

CRD#: 149418

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