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JR

Jordy J. Ruiz

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CRD#: 7422996
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.

Jordy Josue Ruiz, who also goes by Jordy J Ruiz, Jordy Josue Ruiz Membreno, was a registered financial professional .

Jordy is a previously registered financial professional and started their career in finance in 2021. Jordy had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jordy J Ruiz | Jordy Josue Ruiz Membreno

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.
IFB Insurance Services, LLC; non-investment related; 777 SW 37th Ave, Suite 700, Miami, FL 33135; insurance; licensed insurance agent; March 2022; 10 hours/month during securities trading hours; offer various insurance products to clients IFB Wealth Management Investment related Investment Advisor March 2022 50 hours per month

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 18, 2022 - August 19, 2022

ACP SECURITIES, LLC

BD
CRD#: 139049
MIAMI, FL
Past

March 17, 2022 - September 17, 2024

IFB WEALTH MANAGEMENT LLC

RIA
CRD#: 299318
MIAMI, FL
Past

January 5, 2022 - March 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MIAMI, FL
Past

November 4, 2021 - March 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MIAMI, FL

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
IAR
Series 66
Date: 1/4/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


AS
ACP SECURITIES, LLC
ACP SECURITIES, LLC

CRD#: 139049 / SEC#: , 8-67185

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


Main Address
1200 Brickell Avenue Suite 1700, Miami, FL 33131
Mailing Address
1200 Brickell Avenue Suite 1700, Miami, FL 33131
Phone number
(305) 670-4180
Established
Florida since 11/04/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 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#
ACP CAPITAL HOLDINGS, LLCSHAREHOLDER
ANDREWS, MICHAEL ALANCHIEF COMPLIANCE OFFICER6227932
ENDERE, ESTEBANCHIEF EXECUTIVE OFFICER4708937
GILMAN, ROBERT CRAIGFINOP1738412

Disclosures


Regulatory Event4

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


ACP SECURITIES, LLC

CRD#: 139049

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