James O'bryan Baccarini

Current Employers

Aggregate Financial Services, Inc.

Navarre, FL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-17
FL	RA	APPROVED	2023-08-16

CA RA
APPROVED

Since 2025-04-17
FL RA
APPROVED

Since 2023-08-16

Branch Locations

Navarre, FL • 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

Organization	City	State	From	To
Aggregate Financial Services, Inc.	Navarre	FL	04/2023	Present
Beacon Capital Management, Inc.	Dayton	OH	12/2016	Present
Jc Trident Inc.	Navarre	FL	08/2015	12/2016

04/2023 → Present

Aggregate Financial Services, Inc.

Navarre, FL
12/2016 → Present

Beacon Capital Management, Inc.

Dayton, OH
08/2015 → 12/2016

Jc Trident Inc.

Navarre, FL

Other Businesses

BEACON CAPITAL MANAGEMENT, INVESTMENT RELATED, DAYTON, OHIO, INVESTMENT ADVISORY FIRM, REGIONAL VICE PRESIDENT, 12/2016, 160 HOURS PER MONTH, ALL DURING TRADING HOURS, DUTIES OF REGIONAL VP. INSURANCE SALES; INVESTMENT-RELATED; FLORIDA; INSURANCE AGENT, START DATE: 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS, SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-15

S65 Uniform Investment Adviser Law Examination

2023-05-15