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MR

Michael J. Rukujzo

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CRD#: 1386173
MR

Professional summary


Michael John Rukujzo was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial advisor and started their career in finance in 1985. Prior to being barred, Michael had worked at 9 firms, which includes AMERICAN TRUST INVESTMENT SERVICES INC., FOREST SECURITIESINC., ARIVE CAPITAL MARKETS, NDX TRADING INC., TRADERIGHT SECURITIES INC., PEREGRINE FINANCIALS & SECURITIES INC., LPL FINANCIAL LLC, KANON BLOCH CARRE & CO. INC., FORESTERS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mrj Financial

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

May 21, 2021 - February 7, 2022

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
Bouronnais, IL
Past

May 19, 2015 - May 16, 2019

FOREST SECURITIES,INC.

BD
CRD#: 16255
Bourbonnais, IL
Past

February 6, 2014 - June 10, 2015

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
STATEN ISLAND, NY
Past

July 20, 2011 - July 22, 2013

NDX TRADING, INC.

BD
CRD#: 39940
HILLSIDE, IL
Past

November 21, 2007 - September 14, 2010

TRADERIGHT SECURITIES, INC.

RIA
CRD#: 45598
LOCKPORT, IL
Past

December 11, 2003 - April 16, 2009

TRADERIGHT SECURITIES, INC.

BD
CRD#: 45598
LOCKPORT, IL
Past

January 22, 1999 - December 10, 2003

PEREGRINE FINANCIALS & SECURITIES, INC.

BD
CRD#: 43992
CHICAGO, IL
Past

September 18, 1990 - March 4, 1999

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 15, 1989 - September 18, 1990

KANON BLOCH CARRE & CO., INC.

BD
CRD#: 19023
BOSTON, MA
Past

July 19, 1985 - May 23, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 3/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/23/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/17/2008
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 28
Date: 9/6/2005
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

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


Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures


Regulatory Event5
Arbitration1

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


AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001

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