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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2023-12-05 |
Branch Locations
1701 Nw St Lucie West Blvd., Port St. Lucie, FL 34986 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Gibney Insurance Agency | Salt Lake City | UT | 05/2015 | 07/2017 |
| Nylife Securities Llc | Sunrise | FL | 08/2020 | 01/2022 |
| New York Life Insurance Company | Sunrise | FL | 06/2020 | 01/2022 |
| Southwestern Consulting | Nashville | TN | 08/2017 | 08/2021 |
| James Gibney Coaching, Inc. | Stuart | FL | 08/2017 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2021 | 06/2021 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 06/2021 | 06/2021 |
| The Bridge Group, Inc. | Boca Raton | FL | 08/2021 | 01/2022 |
| Eagle Strategies Llc | Boca Raton | FL | 11/2021 | 01/2022 |
| Fidelity Investments | Merrimack | NH | 01/2022 | 11/2023 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2022 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 03/2022 | 11/2023 |
| J.P. Morgan Securities Llc | Port St Lucie | FL | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Port St Lucie | FL | 12/2023 | Present |
Entity Name: James Gibney Coaching, Inc. Investment related: No Address: Stuart, FL 34997 Nature of the other business: Coaching Instructor Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I provide Sales and Leadership Coaching to legacy coaching clients outside of business hours spending less than 10 hours per week per FINRA filing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-03 |
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