James W. Conary
Professional summary
James Whitney Conary is a registered financial professional currently at LEVEL MARKETS, LLC located in Boston, Massachusetts.
James is registered as a RR (Registered Representative) and started their career in finance in 2021. James has worked at 2 firms and has passed the Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James Whitney Conary's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2022 - Present
LEVEL MARKETS, LLC
Office #1: 99 Summer Street Suite 1700, Boston, MA 02110October 29, 2021 - March 1, 2022
EBX LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 10/29/2021
General Securities Representative ExaminationFINRA
Current Firm
LEVEL MARKETS, LLC
CRD#: 171752 / SEC#: , 8-69476
Contact information
FINRA licenses (15 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEVEL HOLDINGS, LLC | OWNER | |
| DOLAN, JAMES CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 3219968 |
| HAGEN, DAVID WALTER | CHIEF PRODUCT OFFICER | 2101752 |
| LINARES, JOHN FITZGERALD | GENERAL COUNSEL, CORPORATE SECRETARY | 3104547 |
| MIELE, STEPHEN R | CHIEF EXECUTIVE OFFICER | 2645590 |
| STUPAY, MICHAEL ELLIOT | FINOP,PRINCIPAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER | 2287906 |
Red Flags
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Company Information
LEVEL MARKETS, LLC
CRD#: 171752Boston, MA 02110TRUST BUT VERIFY
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