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KT

Kevin R. Tufts

ASCENDIANT CAPITAL MARKETS
Jupiter, FL 33477
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CRD#: 1217671
KT

Professional summary


Kevin Robert Tufts is a registered financial professional currently at ASCENDIANT CAPITAL MARKETS, LLC located in Jupiter, Florida.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1986. Kevin has worked at 11 firms and has passed the Series 79TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 4 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) - BD


Click below to view Kevin Robert Tufts's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 28, 2011 - Present

ASCENDIANT CAPITAL MARKETS, LLC

Office #1: 110 Front Street, Suite 300, Jupiter, FL 33477
BD
CRD#: 152912
Jupiter, FL
Past

October 26, 2001 - March 7, 2011

BMA SECURITIES, LLC

BD
CRD#: 108219
IRVINE, CA
Past

February 28, 2001 - April 5, 2001

HANMI SECURITIES, INC.

BD
CRD#: 25518
LOS ANGELES, CA
Past

February 28, 2001 - September 11, 2001

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

November 19, 1997 - October 9, 1998

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

November 12, 1993 - April 11, 1997

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

November 30, 1992 - November 2, 1993

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

December 1, 1989 - January 6, 1992

THOMAS GREEN SECURITIES, INC.

BD
CRD#: 571
LOS ANGELES, CA
Past

November 18, 1988 - October 23, 1989

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

July 22, 1986 - April 1, 1987

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
Past

May 27, 1986 - June 14, 1986

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/11/2011)

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 55
Date: 7/8/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ASCENDIANT CAPITAL MARKETS, LLC
ASCENDIANT CAPITAL MARKETS, LLC

CRD#: 152912 / SEC#: , 8-68487

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


Main Address
110 Front Street, Suite 300, Jupiter, FL 33477
Mailing Address
4 Park Plaza, Suite 1950, Irvine, CA 92614
Phone number
(949) 259-4900
Established
Nevada since 01/04/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 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#
ASCENDIANT CAPITAL PARTNERS, LLCPARENT CO / SOLE MEMBER
BERGENDAHL, MARK ALLANPRESIDENT1394272
BROWN, MICHAEL OWENCFO/ FINOP1658070
MEGENITY, BRIAN MCDONALDCCO2889637
WILHITE, BRADLEYCHIEF OPERATING OFFICER4722291

Disclosures


Regulatory Event10

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


ASCENDIANT CAPITAL MARKETS, LLC

CRD#: 152912Jupiter, FL 33477

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