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James Ray Shope

Shope Advisors Group

Camillus, NY

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Current Employers
Shope Advisors Group

Shope Advisors Group 5014 W Genesee St, Camillus, NY 13031 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-17
  • NY RA
    APPROVED
    Since 2021-11-17

Branch Locations

Shope Advisors Group 5014 W Genesee St, Camillus, NY 13031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leigh Baldwin & Co., Llc Cazenovia NY 08/2005 Present
  • 08/2005 → Present
    Leigh Baldwin & Co., Llc
    Cazenovia, NY
Other Businesses

2025: Fixed Insurance; non-investment related; no ownership; as needed.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-18
S65 Uniform Investment Adviser Law Examination 1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    1999-10-18
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
Designations
Other Names
  • James R (Iii) Shope
  • James Shope
  • James R Shope

View on SEC IAPD

Other Firms

INDEPENDENT FINANCIAL PARTNERS
KEY INVESTMENT SERVICES LLC
DJPUFF ADVISORS GROUP, INC.
GWN SECURITIES INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TLG ADVISORS, INC.
NEWMAN LADD CAPITAL ADVISORS, LLC.

Other Investors

MICHAEL FREEMAN SHERIDAN
MATTHEW JOSEPH PFEIFFER
ALBINA BALKIC
James D Keller
SARAH LOUISE PUFF
DONALD JOHN PUFF
CHRISTOPHER WAYNE BRUNA
ROBERT GOODHILL ROOD

Other Offices

INDEPENDENT FINANCIAL PARTNERS · Camillus, NY
KEY INVESTMENT SERVICES LLC · Camillus, NY
DJPUFF ADVISORS GROUP, INC. · CAMILLUS, NY
GWN SECURITIES INC. · CAMILLUS, NY
LPL FINANCIAL LLC · CAMILLUS, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Camillus, NY
TLG ADVISORS, INC. · Camillus, NY
NEWMAN LADD CAPITAL ADVISORS, LLC. · CAMILLUS, NY

More in Camillus, NY

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