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Stephen Jimenez

Peerless Wealth

Columbus, OH

Spring, TX

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Current Employers
Peerless Wealth

1 E. Campus View Blvd., Suite 210, Columbus, OH 43235 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-03
TX RA APPROVED 2025-03-18
  • OH RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED
    Since 2025-03-18

Branch Locations

1 E. Campus View Blvd., Suite 210, Columbus, OH 43235 • United States

Spring, TX • 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
Thornburg Investment Management, Inc. Santa Fe NM 04/2015 01/2020
Unemployed/Garden Leave Port Neches TX 02/2020 10/2020
City Different Holdings Lp Santa Fe NM 11/2020 04/2022
Calamar Financial Group Wheatfield NY 10/2021 09/2022
None Spring TX 10/2022 12/2022
International Assets Advisory, Llc Spring TX 01/2023 03/2023
International Assets Investment Management, Llc Spring TX 01/2023 03/2023
Calamar Financial Group Wheatfield NY 05/2023 02/2024
None Spring TX 03/2023 05/2023
Bradley Woods & Co. Ltd. New York NY 03/2024 04/2024
The New Amsterdam Group Llc Los Angeles CA 03/2024 04/2024
Peerless Wealth, Llc Columbus OH 03/2025 Present
Peerless Etfs, Llc Columbus OH 03/2025 Present
Gore Range Capital Southlake TX 03/2025 Present
None Spring TX 05/2024 02/2025
  • 04/2015 → 01/2020
    Santa Fe, NM
  • 02/2020 → 10/2020
    Unemployed/Garden Leave
    Port Neches, TX
  • 11/2020 → 04/2022
    City Different Holdings Lp
    Santa Fe, NM
  • 10/2021 → 09/2022
    Calamar Financial Group
    Wheatfield, NY
  • 10/2022 → 12/2022
    None
    Spring, TX
  • 01/2023 → 03/2023
    International Assets Advisory, Llc
    Spring, TX
  • 01/2023 → 03/2023
    Spring, TX
  • 05/2023 → 02/2024
    Calamar Financial Group
    Wheatfield, NY
  • 03/2023 → 05/2023
    None
    Spring, TX
  • 03/2024 → 04/2024
    Bradley Woods & Co. Ltd.
    New York, NY
  • 03/2024 → 04/2024
    The New Amsterdam Group Llc
    Los Angeles, CA
  • 03/2025 → Present
    Peerless Wealth, Llc
    Columbus, OH
  • 03/2025 → Present
    Peerless Etfs, Llc
    Columbus, OH
  • 03/2025 → Present
    Gore Range Capital
    Southlake, TX
  • 05/2024 → 02/2025
    None
    Spring, TX
Previous Registrations
Other Businesses

1) Peerless ETFs, LLC, (Peerless Option Income Wheel ETF (WEEL)), Columbus, Ohio 43235, wholesaler, 10-15 hours per week Monday-Friday. Compensation is based on performance and paid via commission, Start Date 03/18/25 2) Gore Range Capital, Southlake TX 76092. Role: Sales Consultant, time 10-15 hours per week Monday-Friday. Compensation is monthly consulting fee. Start Date 03/01/25

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-03
S66 Uniform Combined State Law Examination 2014-04-30
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
  • S66 Uniform Combined State Law Examination
    2014-04-30
Other Names
  • Stephen Jimenez
  • Stephen N/A Jimenez

View on SEC IAPD

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