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Jules Morris Buxbaum

2Pifinancial Corp.

Charlotte, NC

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Current Employers
2Pifinancial Corp.

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-27
FL RA APPROVED 2025-06-19
NC RA APPROVED 2024-01-29
NY RA APPROVED 2023-05-02
  • DC RA
    APPROVED
    Since 2026-05-27
  • FL RA
    APPROVED
    Since 2025-06-19
  • NC RA
    APPROVED
    Since 2024-01-29
  • NY RA
    APPROVED
    Since 2023-05-02

Branch Locations

Charlotte, NC • 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
2Pifinancial Corp. Charlotte NC 05/2023 Present
2Pifinancial Corp. Charlotte NC 01/2017 Present
University Of Connecticut Stamford CT 01/2020 05/2022
Deimos Asset Management Llc Purchase NY 02/2015 12/2016
  • 05/2023 → Present
    2Pifinancial Corp.
    Charlotte, NC
  • 01/2017 → Present
    2Pifinancial Corp.
    Charlotte, NC
  • 01/2020 → 05/2022
    University Of Connecticut
    Stamford, CT
  • 02/2015 → 12/2016
    Deimos Asset Management Llc
    Purchase, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
S63 Uniform Securities Agent State Law Examination 1995-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14
  • S63 Uniform Securities Agent State Law Examination
    1995-06-16

View on SEC IAPD

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