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GT

Georgeil Thompson

JOSEPH EDEN CAPITAL
Forest Park, IL 60130
Some features on this profile are disabled
CRD#: 7397941
GT

Professional summary


Georgeil Thompson is a registered financial professional currently at JOSEPH EDEN CAPITAL, LLC located in Forest Park, Illinois.

Georgeil is registered as a RR (Registered Representative) and started their career in finance in 2022. Georgeil has worked at 1 firm and has passed the Series 63, Series 6TO and SIE 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) - BD


Click below to view Georgeil Thompson'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 9, 2022 - Present

JOSEPH EDEN CAPITAL, LLC

Office #1: 7600 West Roosevelt Rd., Forest Park, IL 60130Office #2: 7600 W. Roosevelt Rd., Forest Park, IL 60130
BD
CRD#: 310317
Forest Park, IL

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
(10/21/2022)
RR
California
(10/21/2022)
RR
Georgia
(10/21/2022)
RR
Illinois
(10/21/2022)
RR
Maryland
(6/14/2023)
RR
Michigan
(10/21/2022)
RR
Missouri
(10/21/2022)
RR
New Jersey
(10/21/2022)
RR
New York
(10/21/2022)
RR
North Carolina
(10/21/2022)
RR
Oklahoma
(10/21/2022)
RR
Pennsylvania
(10/21/2022)
RR
South Carolina
(10/21/2022)
RR
Texas
(10/21/2022)
RR
Virginia
(10/21/2022)
RR
Wisconsin
(10/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/21/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/8/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JE
JOSEPH EDEN CAPITAL, LLC
JOS | JOSEPH EDEN INVESTMENTS, LLC | JOSEPH EDEN CAPITAL, LLC

CRD#: 310317 / SEC#: , 8-70574

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


Main Address
7600 W. Roosevelt Rd., Forest Park, IL 60130
Mailing Address
7600 W. Roosevelt Rd., Forest Park, IL 60130
Phone number
(312) 585-8478
Established
Illinois since 06/16/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 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#
JOSEPH FUND, INC.SOLE MEMBER
BOMA, BRITTANY KCCO & AMLCO7448202
SERRA, CARL ANTHONY IIIFINOP3179039

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


JOSEPH EDEN CAPITAL, LLC

CRD#: 310317Forest Park, IL 60130

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