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JM

James A. Marrano

C. L. KING & ASSOCIATES
ALBANY, NY 12207
Some features on this profile are disabled
CRD#: 7817662
JM

Professional summary


James Alan Marrano Jr., who also goes by James Alan Marrano, James Marrano Jr., is a registered financial professional currently at C. L. KING & ASSOCIATES, INC. located in Albany, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 2024. James has worked at 1 firm and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Alan Marrano | James Marrano Jr.

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 James Alan Marrano Jr.'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

May 23, 2024 - Present

C. L. KING & ASSOCIATES, INC.

Office #1: Nine Elk Street, Albany, NY 12207
BD
CRD#: 6183
ALBANY, NY

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


Principal/Supervisory Exam
RR
Series 27
Date: 5/23/2024
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CL
C. L. KING & ASSOCIATES, INC.
C. L. KING & ASSOCIATES, INC.

CRD#: 6183 / SEC#: , 8-17025

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


Main Address
Nine Elk Street, Albany, NY 12207
Mailing Address
Nine Elk Street, Albany, NY 12207
Phone number
(518) 431-3555
Established
New York since 03/03/1972
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 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#
WEIR, CANDACE KINGPRESIDENT/DIRECTOR, CEO269796
WEIR, AMELIA FARLEYSHAREHOLDER1497338
WEIR, KATHERINE BROUSSARDSHAREHOLDER1497339
GIMON, RICHARD JAMESCHIEF COMPLIANCE OFFICER, DIRECTOR3217139
MCMILLEN, PETER JOHNCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2061930
ZORIC, STEVENCOO4074487

Disclosures


Regulatory Event7
Arbitration2
Bond1

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


C. L. KING & ASSOCIATES, INC.

CRD#: 6183Albany, NY 12207

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