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Andre J. Bakhos

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CRD#: 1159619
AB

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.

Andre Jude Bakhos was a registered financial professional .

Andre is a previously registered financial professional and started their career in finance in 1983. Andre had worked at 8 firms and has passed the Series 65, Series 63, Series 87, Series 55, Series 7 and Series 24 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

November 23, 2013 - December 31, 2017

JANLYN CAPITAL

RIA
CRD#: 167228
BERNARDSVILLE, NJ
Past

March 29, 2010 - September 13, 2013

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW CITY, NY
Past

October 8, 1998 - March 31, 2010

PRINCETON FINANCIAL GROUP, LLC

BD
CRD#: 44865
NORTH BRUNSWICK, NJ
Past

March 14, 1996 - August 17, 1998

E. H. SMITH JACOBS & CO., INC.

BD
CRD#: 3429
NEW YORK, NY
Past

March 9, 1993 - October 10, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

October 14, 1986 - February 25, 1993

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

August 8, 1985 - July 2, 1986

UBS PHILLIPS & DREW INTERNATIONAL LTD

BD
CRD#: 11600
Past

July 20, 1983 - August 20, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
IAR
Series 65
Date: 11/23/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/9/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JC
JANLYN CAPITAL
JANLYN CAPITAL | JANLYN CAPITAL, LLC

CRD#: 167228 / SEC#:

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Contact information


Main Address
4965 U.s. Highway 42 Suite 1000, Louisville, KY 40222
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


JANLYN CAPITAL

CRD#: 167228

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