James J Quinlivan

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
High Velocity Paintball	Coram	NY	06/2016	01/2018
Pristine Properties	Mount Sinai	NY	02/2018	06/2019
Pets Warehouse	Selden	NY	06/2019	08/2020
Full Time Education	Harrisonburg	VA	08/2020	05/2022
Smile Logistics	Shirley	NY	06/2022	08/2022
Full Time Education	Harrisonburg	VA	08/2022	05/2023
Troy Enterprises	Shoreham	NY	06/2023	Present
Charles Schwab & Co., Inc. - Troy Enterprises Ib	Mount Sinai	NY	06/2023	Present

06/2016 → 01/2018

High Velocity Paintball

Coram, NY
02/2018 → 06/2019

Pristine Properties

Mount Sinai, NY
06/2019 → 08/2020

Pets Warehouse

Selden, NY
08/2020 → 05/2022

Full Time Education

Harrisonburg, VA
06/2022 → 08/2022

Smile Logistics

Shirley, NY
08/2022 → 05/2023

Full Time Education

Harrisonburg, VA
06/2023 → Present

Troy Enterprises

Shoreham, NY
06/2023 → Present

Charles Schwab & Co., Inc. - Troy Enterprises Ib

Mount Sinai, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-22

Nearby Firms