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QM

Quinn A. Morimoto

STAX CAPITAL
San Diego, CA 92121
Some features on this profile are disabled
CRD#: 7140545
QM

Professional summary


Quinn Akira Morimoto, who also goes by Quinn Akira Kolski Morimoto, is a registered financial professional currently at STAX CAPITAL located in San Diego, California.

Quinn is registered as a RR (Registered Representative) and started their career in finance in 2020. Quinn has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Quinn Akira Kolski Morimoto

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 Quinn Akira Morimoto'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

August 22, 2020 - Present

STAX CAPITAL

Office #1: 10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121Office #2: 10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
BD
CRD#: 300607
San Diego, CA

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
Arizona
(7/29/2021)
RR
California
(4/12/2021)
RR
Colorado
(6/7/2021)
RR
Florida
(4/21/2021)
RR
Georgia
(8/4/2022)
RR
Massachusetts
(12/1/2023)
RR
Minnesota
(8/4/2022)
RR
Nevada
(6/9/2021)
RR
New York
(8/19/2024)
RR
North Carolina
(2/25/2022)
RR
Oklahoma
(8/1/2022)
RR
Oregon
(6/7/2021)
RR
Texas
(4/21/2021)
RR
Utah
(5/17/2021)
RR
Virginia
(12/11/2023)
RR
Washington
(11/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 4/10/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 8/21/2020
Direct Participation Programs Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STAX CAPITAL
STAX CAPITAL | STAX CAPITAL, LLC | STAX CAPITAL, INC.

CRD#: 300607 / SEC#: , 8-70311

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


Main Address
10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
Mailing Address
10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
Phone number
(858) 229-8368
Established
California since 01/28/2019
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 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#
STAX CAPITAL HOLDINGS, LLCPARENT/SOLE SHAREHOLDER
CAMPBELL, ROBERT NMNFINOP / CFO / PFO / POO1349154
FINLEY, JASON SCCO6602034
MORIMOTO, STACEY JIMPRESIDENT4420782

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


STAX CAPITAL

CRD#: 300607San Diego, CA 92121

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