Unclaimed
Jason Tripp is a financial professional with over 16 years of experience in the securities industry. Jason holds the Series 7, 24, 63, 87 and 99TO licenses. Jason currently works at Onqix Securities LLC and Alternative Execution Group in Pacifica, CA. Jason has also worked at Continental Investors Services, Inc., PRAXESS SECURITIES, LLC., DALMORE GROUP LLC, DECKER & CO, LLC, LIBERTY GROUP, LLC, US CAPITAL GLOBAL SECURITIES, LLC, GROWTH CAPITAL SERVICES, INC., BELVEDERE GLOBAL INVESTORS LLC, VWM INSURANCE SERVICES, LLC, LIVEVOL SECURITIES, INC., WESTHOFF, CONE & HOLMSTEDT, SUTTER SECURITIES INCORPORATED, SHORELINE PACIFIC, LLC, BURRILL MERCHANT ADVISORS GROUP, LLC, CAPITAL SOLUTIONS DISTRIBUTORS, LLC and ATLAS SECURITIES, INC. Jason is registered with the state of Florida.
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.
1
2
CA
04/30/2024 - Present
Onqix Securities LLC (PACIFICA CA)
TN
01/26/2024 - 01/31/2024
PRAXESS SECURITIES, LLC. (NASHVILLE TN)
NY
02/02/2022 - 01/17/2023
DALMORE GROUP LLC (WOODMERE NY)
CA
10/19/2015 - 11/11/2020
DECKER & CO, LLC (MENLO PARK CA)
CA
09/02/2016 - 05/31/2018
LIBERTY GROUP, LLC (OAKLAND CA)
CA
12/12/2016 - 10/02/2017
US CAPITAL GLOBAL SECURITIES, LLC (SAN FRANCISCO CA)
CA
09/14/2015 - 01/03/2017
GROWTH CAPITAL SERVICES, INC. (SAN FRANCISCO CA)
CA
02/17/2009 - 04/01/2016
BELVEDERE GLOBAL INVESTORS LLC (TIBURON CA)
CA
07/06/2015 - 10/02/2015
DECKER & CO, LLC (MENLO PARK CA)
CA
01/30/2013 - 12/19/2013
VWM INSURANCE SERVICES, LLC (SAN FRANCISCO CA)
CA
01/29/2013 - 11/06/2013
LIVEVOL SECURITIES, INC. (SAN FRANCISCO CA)
CA
01/23/2009 - 08/06/2013
WESTHOFF, CONE & HOLMSTEDT (WALNUT CREEK CA)
WA
09/04/2008 - 07/08/2013
SUTTER SECURITIES INCORPORATED (SEATTLE WA)
CA
11/19/2012 - 02/05/2013
SHORELINE PACIFIC, LLC (SAN FRANCISCO CA)
CA
07/26/2007 - 11/15/2012
BURRILL MERCHANT ADVISORS GROUP, LLC (SAN FRANCISCO CA)
CA
10/15/2007 - 11/17/2009
CAPITAL SOLUTIONS DISTRIBUTORS, LLC (CORTE MADERA CA)
CA
10/01/2003 - 03/23/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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