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Bruce H. Lipnick

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CRD#: 1095377
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Howard Lipnick was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1983. Bruce had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 2, 2021 - October 17, 2022

COVA CAPITAL PARTNERS LLC

BD
CRD#: 109761
SYOSSET, NY
Past

August 7, 2019 - October 19, 2019

OLD SLIP CAPITAL MANAGEMENT, INC.

BD
CRD#: 7360
NEW YORK, NY
Past

April 2, 2018 - August 14, 2019

ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC

BD
CRD#: 135131
ENGLEWOOD, NJ
Past

July 21, 1998 - June 22, 2016

HEDGE HARBOR INC.

BD
CRD#: 44324
NEW YORK, NY
Past

June 23, 1998 - February 16, 2001

TWIN TRUST TRADING LLC

BD
CRD#: 44339
NEW YORK, NY
Past

April 17, 1997 - July 1, 1997

CONSTELLATION CONVERTIBLES LIMITED

BD
CRD#: 35621
HAMILTON HM11,
Past

April 17, 1997 - October 28, 1997

CONSTELLATION CONVERTIBLES L.P.

BD
CRD#: 29328
NEW YORK, NY
Past

April 17, 1997 - April 3, 2001

TRUST ADVISORS TRADING LLC

BD
CRD#: 39589
NEW YORK, NY
Past

May 28, 1993 - June 27, 1997

CONSTELLATION EQUITIES L.P.

BD
CRD#: 31775
NEW YORK, NY
Past

December 9, 1983 - April 29, 2004

MANAGER ADVISORY GROUP INC.

BD
CRD#: 13229
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CC
COVA CAPITAL PARTNERS LLC
ALERE FINANCIAL | VENTURE CAPITAL CROSS | GREGORY O'CONNOR AND ASSOCIATES, LLC | COVA CAPITAL PARTNERS LLC | BANNOCKBURN PARTNERS, LLC | APEX MILLENNIUM GROUP, LLC

CRD#: 109761 / SEC#: , 8-53105

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Mailing Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Phone number
(917) 398-3033
Established
New York since 06/15/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AVCO CAPITAL CORP.OWNER
GIBSTEIN, EDWARD TAYLORCHIEF EXECUTIVE OFFICER ("CEO"), HEAD OF INVESTMENT BANKING1197295
STOUBER, RANDYFINOP1104531
WALKER, PATRICK THOMASCCO2107798

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COVA CAPITAL PARTNERS LLC

CRD#: 109761

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