James M Cadet

Current Employers

Employment History

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
• 12/2015 → 10/2018
  Ubs Financial Services
  Fort Worth, TX
• 10/2018 → 10/2019
  Ubs Financial Services
  Weehawken, NJ

Previous Registrations

• 2008-04-09 → 2019-09-19
  Ubs Financial Services Inc.
  Glens Falls, NY
  Albany, NY
  Nashville, TN
  Weehawken, NJ
  New Orleans, LA
  Ft. Worth, TX
  Weehawken, NJ
• 2007-04-02 → 2008-04-10
  Morgan Stanley & Co. Llc
  Purchase, NY
• 2002-12-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Purchase, NY
  Purchase, NY

Other Businesses

I*693229Entity Type: Rental Property Name : Rental Property 1Investment related: NoAddress of business: Fort Worth, Texas, 76177Position: Sole ownerStart date of relationship: 3/11/2022Number of hours devoted: 2 hours MthlyNumber of hours devoted during trading hours: 0Duties: Owner of rental property I*657241: Entity CharitableName: Ayiti Community TrustInvestment related: NoAddress of business: North Miami, Florida, 33161Nature of business: Charitable OrganizationPosition: Board Member Start date of relationship: 1/24/2022Number of hours devoted: 2 hours MthlyNumber of hours devoted during trading hours: 0Duties: To support and sustain development innovation in Haiti in the areas of civic education, environment, and entrepreneurship. Board of Director I*1717256Entity Type: Rental propertyName of OBA: Rental Property 2Address: Fort Worth, TXInvestment Related: No Position: Co-owner with other family membersStart Date: 03/01/2024No Hours: 2 WeeklyNo Hours during trading:0Duties: Co owner of rental property I*: 2258261 For ProfitName of OBA: Vitality Enterprises LLCAddress: Mahwah, NJ 07430Investment Related: NoPosition: General Partner/Managing MemberEmployee Start Date: 3/20/2025Number of Hours: 6 hrs mthlyNumber of Hours during trading: 0 Duties: Ownership of an OrangeTheory Fitness Studio. There is a Manager and at least one Assistant Manager at the gym/studio location to run the day-to-day operations and supervise the staff. These managers will overseen by my wife and partner, R. S. a 50% owner of the entity. Due to the onsite leadership, my role is expected to be minimal, with the exception of weekly/monthly meetings with key leadership, which will take place on Saturdays. I*: 2244263Entity Type: For ProfitName of OBA: Longevity Enterprises LLCAddress: Mahwah, NJ 07430Inve I*2451278, Entity For Profit, Name of OBA: Body and Soul Management Inc., Address: Mahwah, New Jersey, 07430, Investment Related: N, Position: Officer, Employee State Date: 05/06/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: This is an entity that will receive fees from Endurance, Vitality, and Longevity Enterprises (previously approved) and pay a small salary to employee's wife, as well as distributions to both employee and wife. I*2451279,Entity For Profit, Name of OBA: WeFit Together LLC, Address: Mahwah, New Jersey, 07430, Investment Related: N, Position: Officer, Employee State Date: 05/05/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: This is a holding company for the previously-approved Endurance, Vitality, and Longevity Enterprises (Fitness centers). It is needed only for organizational structure and tax planning. I*: 2663265 Entity Type: Name of OBA: C.C. Address: Stony Point, NY 10989 Investment Related: No Position: Power of Attorney Employee Start Date: 07/28/2025Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Power of Attorney for Parents, Siblings I*412624 Entity CharitableName of OBA: U.S. VetsAddress: Los Angeles, California, 90017Investment Related: No Position: Committee,Board Member,OfficerEmployee Start Date: 08/02/2021Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Provide affordable housing and workforce development to veterans of the US Military. Provide advice to the Board of Directors and Executive Committee, as well as the Finance Committee. Approve Meeting minutes. I*5168268, Entity For Profit, Name of OBA: Momentum Fitness LLC, Address: Mahwah, New Jersey, 07430, Investment Related: N, Position: ["Officer"], Employee Start Date: 08/17/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be a 50% owner with intermittent financial management. Own and operate an Orangetheory Fitness Studio, a high intensity interval training fitness coaching studio.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-13

Other Names

• James M Cadet
• James Cadet