James Joseph Mcginty

Current Employers

Employment History

• 07/2013 → 09/2016
  Pnc Investments
  Tampa, FL
• 07/2013 → 09/2016
  Pnc Bank
  Tampa, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 12/2016 → 03/2023
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 12/2022 → 01/2025
  Corient
  St. Petersburg, FL
• 07/2023 → 01/2025
  Corient Services Llc
  Miami, FL
• 01/2025 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2022-12-15 → 2025-01-10
  Corient
  Miami, FL
  St. Petersburg, FL
• 2016-12-13 → 2023-03-31
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 2013-07-30 → 2016-09-21
  Pnc Wealth Management Llc
  Tampa, FL
  Tampa, FL
• 2012-02-17 → 2013-08-08
  Hancock Whitney Investment Services Inc.
  St. Petersburg, FL
  Gulf Breeze, FL
• 2011-09-20 → 2012-02-13
  Cetera Investment Services Llc
  New Orleans, LA
  St. Petersburg, FL
• 2000-10-01 → 2011-06-29
  Wells Fargo Clearing Services, Llc
  St. Petersburg, FL
  Maderia Beach, FL
  Charlotte, NC
  Gulfport, FL
  Maderia Beach, FL
  Tampa, FL
  Winter Haven, FL

Other Businesses

1) Compass Wealth Solutions, LLC, investment related, residential address, DBA for investment advisory business, member, 150 hours per month during trading hours, start 12/2024. 2) The Squires Club, Inc., non-investment related, PO Box 4128, St. Petersburg, FL 33731, men's social club, start 01/2022, treasurer, 1 hour per month outside of trading hours. 3) The Crossings Office Park, Inc., investment related, 28473 US Highway North Suite 600 Clearwater, Florida 33761, investment real estate, start 02/2024, secretary, 1 hour per month outside of trading hours. 4) JJM Wealth Solutions, LLC, investment-related, St. Petersburg, FL, holding entity for ownership in Quantimental Strategies Group, LLC, start 11/2024, manager, 150 hours per month during trading hours. 5) Quantimental Strategies Group, LLC, investment related, St. Petersburg, FL, holding entity for ownership in Compass Wealth Solutions, LLC, start 11/2024, manager, 150 hours per month during trading hours. 6) 634 North, LLC, investment related, residential address, Investment real estate, start 07/2022, manager and member, 1 hour per month outside of trading hours. 7) KTR 3332 LLC, investment related, residential address, Residential investment real estate, start 02/2018, manager and member, 1 hour per month outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-29
• S63 Uniform Securities Agent State Law Examination
  1996-12-13

Other Names

• Jim Mcginty
• Jim Mcginty