Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bullock is a financial advisor with over 10 years of experience in the industry. James is currently registered with Cobalt Capital, Inc. and Skyway Capital Markets, LLC. James has a wide range of experience in the financial services industry, having worked with several firms including Patrick Capital Markets, LLC, Curian Clearing, LLC, Cole Capital Corporation, Jackson National Life Distributors LLC and Fidelity Brokerage Services LLC. James is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
FL
07/26/2022 - Present
Cobalt Capital, Inc. (LAKE MARY FL)
CA
09/21/2016 - 06/29/2018
PATRICK CAPITAL MARKETS, LLC (Santa Monica CA)
CO
01/25/2012 - 10/13/2014
CURIAN CLEARING, LLC (DENVER CO)
AZ
01/07/2011 - 12/08/2011
COLE CAPITAL CORPORATION (PHOENIX AZ)
CO
08/18/2009 - 01/11/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
UT
09/22/2008 - 08/06/2009
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BC
Issued 12/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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