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JS

James M. St. Louis

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CRD#: 7450941
JS

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 Michael St. Louis was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2021. James had worked at 1 firm and has passed the Series 65 exam.

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

December 17, 2021 - January 16, 2024

GREEN STREET

RIA
CRD#: 172378
NEWPORT BEACH, CA

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
IAR
Series 65
Date: 12/17/2021
Uniform Investment Adviser Law Examination

Current Firm

GS
GREEN STREET
GREEN STREET | GREEN STREET RESEARCH, LLC | GREEN STREET ADVISORS, LLC

CRD#: 172378 / SEC#: 801-80137

RIA
Registered Investment Advisory firm - (3/1/2022 Terminated)
California
Registered Investment Advisory firm - (2/28/2022 Approved)
Texas
Registered Investment Advisory firm - (5/16/2022 Conditional Restricted)
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Contact information

Main Address
100 Bayview Circle Suite 400, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 640-8780
Established
Firm type
Fiscal year end
# of Employees
19

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

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

GREEN STREET

CRD#: 172378

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