Best Investors Account Sign in
Inactive

James Stephen Bremis

Rmr Wealth Builders, Inc.

Odessa, FL

Montclair, NJ

Claim This Profile
Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-05
TX RA APPROVED 2025-07-11
  • FL RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-07-11

Branch Locations

Odessa, FL • United States

111 Grove Street Suite 203, Montclair, NJ 07042 • 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
Oppenheimerfunds New York NY 03/2015 09/2018
Sentinel Benefits & Financial Group New York MA 09/2018 07/2025
Rmr Wealth Builders, Inc. Montclair NJ 07/2025 Present
  • 03/2015 → 09/2018
    Oppenheimerfunds
    New York, NY
  • 09/2018 → 07/2025
    Sentinel Benefits & Financial Group
    New York, MA
  • 07/2025 → Present
    Montclair, NJ
Previous Registrations
Other Businesses

1) Big Brothers Big Sisters of Tampa Bay; Non-Investment Related; Address: 3001 Executive Drive, Suite 110, Clearwater, FL 33762; Nature of Business: Youth Mentoring & Social Services; Position: Member of the Board of Directors; Title: Board Member; Start Date: 4/29/2026; Hours per month: 8; Hours per month during trading: 2; Duties: Serving on the Board of Directors for Big Brothers Big Sisters of Tampa Bay. Attend board meetings bi-monthly, attend fundraising events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-05
  • S66 Uniform Combined State Law Examination
    2011-08-05
Designations

View on SEC IAPD

More in Odessa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor