Best Investors Account Sign in
Inactive

Kurt Hirum Jamiel

Income Associates

Barrington, RI

Claim This Profile
Current Employers
Income Associates

57 Maple Ave Suite 104, Barrington, RI 02806 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-26
RI RA APPROVED 2024-09-18
  • MA RA
    APPROVED
    Since 2024-11-26
  • RI RA
    APPROVED
    Since 2024-09-18

Branch Locations

57 Maple Ave Suite 104, Barrington, RI 02806 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fleapost, Inc. Boston MA 08/2001 Present
Summit Brokerage Services Inc Warren RI 04/2014 09/2019
Summit Financial Group Warren RI 04/2014 05/2021
Cetera Advisor Networks Llc El Segundo CA 09/2019 09/2024
Cetera Investment Advisers Llc Schaumburg IL 05/2021 09/2024
The Quiet Keeper Llc East Providence RI 12/2023 Present
Jamiel Financial Advisors, Llc East Providence RI 07/2003 Present
Jamiel Financial Advisors, Llc Dba Income Associates East Providence RI 09/2024 Present
Independent Insurance Agent East Providence RI 08/2003 Present
Qoz, Llc East Providence RI 11/2018 Present
  • 08/2001 → Present
    Fleapost, Inc.
    Boston, MA
  • 04/2014 → 09/2019
    Summit Brokerage Services Inc
    Warren, RI
  • 04/2014 → 05/2021
    Summit Financial Group
    Warren, RI
  • 09/2019 → 09/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 05/2021 → 09/2024
    Schaumburg, IL
  • 12/2023 → Present
    The Quiet Keeper Llc
    East Providence, RI
  • 07/2003 → Present
    Jamiel Financial Advisors, Llc
    East Providence, RI
  • 09/2024 → Present
    Jamiel Financial Advisors, Llc Dba Income Associates
    East Providence, RI
  • 08/2003 → Present
    Independent Insurance Agent
    East Providence, RI
  • 11/2018 → Present
    Qoz, Llc
    East Providence, RI
Previous Registrations
Other Businesses

FLEAPOST INC; SINCE 07/15/2001; EAST PROVIDENCE, RI; PRESIDENT; NO DUTIES; 0 HOURS SPENT ON ACTIVITY PER MONTH QOZ LLC; INVESTMENT RELATED; SAME AS REGISTERED BRANCH; I am sole member of this LLC with limitation it will be used solely to invest in the Industrious Spirit Co. through the IRS Qualified Opportunity Zone classification. Compliance has previously approved this private securities transaction in the Industrious Spirit Co. This LLC will be the vehicle for my investment therein; PRESIDENT; 11/16/2018; APPX 1 HOUR/MONTH; APPX 0 HOURS/MONTH DURING TRADING; Sole member. Exclusively to invest in the Industrious Spirit Co. No duties other than administrative at the Town , State and Federal level for filing business licenses and tax returns. This LLC is only an Investment Holding entity. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: EAST PROVIDENCE, RI; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2003; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH; NAME OF OTHER BUSINESS: QUIET KEEPER; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALES/SERVICE/CONSULTATION; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER/OPERATOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SALES, SERVICE, BOOKKEEPING, PAYROLL ADMINISTRATION;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-21
S63 Uniform Securities Agent State Law Examination 1996-05-16
  • S65 Uniform Investment Adviser Law Examination
    2004-04-21
  • S63 Uniform Securities Agent State Law Examination
    1996-05-16
Other Names
  • Kurt Hirum Jamiel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Barrington, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor