Patricia A. Jamison
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.
Patricia Ann Jamison, who also goes by Pat Jamison, Patricia Ann Jamison, Patricia Jamison Telowitz, was a registered financial professional .
Patricia is a previously registered financial professional and started their career in finance in 1976. Patricia had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 18, 2017 - March 20, 2018
STONEX FINANCIAL INC.
September 25, 2013 - March 20, 2018
INTL CUSTODY & CLEARING SOLUTIONS INC.
April 18, 2005 - January 2, 2013
FIRST CLEARING, LLC
July 1, 2003 - April 18, 2005
WEXFORD CLEARING SERVICES, LLC
November 15, 1995 - March 31, 2005
WEXFORD CLEARING SERVICES, LLC
October 28, 1982 - December 6, 1995
PRUDENTIAL EQUITY GROUP, LLC
September 28, 1982 - October 8, 1982
STUART, COLEMAN & CO., INC.
March 3, 1982 - March 8, 1983
VERRILLI ALTSCHULER SCHWARTZ INC.
September 1, 1976 - May 14, 1982
E. F. HUTTON & COMPANY INC
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
Current Firm
STONEX FINANCIAL INC.
CRD#: 45993 / SEC#: , 8-51269
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STONEX GROUP INC. | OWNER | |
| BOLTE, DAVID ALBERT | SECRETARY | 2711410 |
| DAVISON, STUART ANDREW | DIRECTOR; CHIEF OPERATING OFFICER | 7824576 |
| DICIOLLO, ANTHONY JOSEPH | PRESIDENT/DIRECTOR | 4976402 |
| DUNAWAY, WILLIAM JOHN | DIRECTOR, CHIEF FINANCIAL OFFICER | 6505923 |
| LYON, CHARLES MARTIN | DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER | 4000852 |
| MAURER, MARK L | DIRECTOR, CHIEF RISK OFFICER | 4234406 |
| PORZIO, JOSEPH JOHN | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1319702 |
| SMITH, PHILIP ANDREW | DIRECTOR | 4999097 |
| SZEKELY, GIGI KLARA | CHIEF COMPLIANCE OFFICER - BD DIVISION | 2530826 |
Disclosures
| Regulatory Event | 75 |
Red Flags
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