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Charles Anthony Christofilis

RETOKENS CAPITAL

SPOKANE VALLEY, WA

·CRD# 1518196·26 years experience

Professional Summary

Charles Anthony Christofilis, who also goes by Charles A Christofilis, is a registered financial advisor currently at RETOKENS CAPITAL LLC located in Spokane Valley, Washington and OASIS PRO MARKETS LLC located in Stamford, Connecticut. Charles is registered as a RR (Registered Representative) and started their career in finance in 2000. Charles has worked at 20 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 87, Series 79, Series 3, Series 7,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles A Christofilis

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Thomas Andrew Arasz

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Years of Experience

26 years in the financial services industry

Current & Past Employments

RETOKENS CAPITAL LLC·CRD# 333160

BD

3103 N. Pines Road, Spokane Valley, WA 99216

July 29, 2025 - Present

OASIS PRO MARKETS LLC·CRD# 149420

BD

1266 East Main Street Suite 603, Stamford, CT 06902

December 1, 2025 - Present

REACTIVE MARKETS TECHNOLOGIES LLC·CRD# 336488

BD

1. 230 Park Avenue 3rd Floor, New York, NY 101692. 230 Park Avenue New York, Ny 10169 Unite 3rd Floor , New York, NY 10169

June 1, 2026 - Present

CONCHO TRANSACTIONS·CRD# 339157

BD

80 Stone Pine Rd Office 120, Half Moon Bay, CA 94019

July 7, 2026 - Present

ANNATTO LLC·CRD# 339068

BD

80 Stone Pine Rd Office 120 - Aristo, Half Moon Bay, CA 94019

July 30, 2026 - Present

CRUSH SECURITIES LLC·CRD# 316407

BD

80 Stone Pine Rd, Office 120, Half Moon Bay, CA 94306

July 31, 2026 - Present

COPLEY ALTERNATIVE INVESTMENTS INC.·CRD# 336405

BD

San Diego, CA

January 9, 2026 - February 13, 2026

OASIS PRO MARKETS LLC·CRD# 149420

BD

Stamford, CT

June 13, 2025 - October 17, 2025

RAM FINANCIAL LLC·CRD# 330235

BD

Detroit, MI

February 13, 2025 - June 1, 2026

OASIS PRO MARKETS LLC·CRD# 149420

BD

Stamford, CT

October 10, 2024 - October 31, 2024

COINZOOM SECURITIES, LLC·CRD# 167337

BD

Salt Lake City, UT

January 8, 2019 - August 20, 2025

SP INVESTMENTS MANAGEMENT, LLC·CRD# 157659

RIA

San Francisco, CA

July 28, 2017 - March 7, 2018

FORGE SECURITIES LLC·CRD# 134596

BD

San Francisco, CA

December 12, 2016 - March 7, 2018

WHITE OAK MERCHANT PARTNERS LLC·CRD# 140142

BD

San Francisco, CA

December 3, 2014 - November 22, 2016

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC·CRD# 108559

RIA

San Francisco, CA

September 6, 2007 - December 1, 2014

FIRST REPUBLIC SECURITIES COMPANY, LLC·CRD# 105108

BD

San Francisco, CA

September 6, 2007 - December 1, 2014

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

RIA

Orlando, FL

January 25, 2007 - August 10, 2007

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

BD

Orlando, FL

January 12, 2007 - August 10, 2007

PRINCIPAL ASSET MANAGEMENT·CRD# 109002

RIA

Des Moines, IA

December 20, 2005 - December 15, 2006

PRINCIPAL SECURITIES, INC.·CRD# 1137

RIA

Des Moines, IA

November 4, 2005 - December 21, 2005

PRINCIPAL SECURITIES, INC.·CRD# 1137

BD

Des Moines, IA

November 2, 2004 - December 15, 2006

INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443

BD

Appleton, WI

February 19, 2003 - February 23, 2004

NORTHERN TRUST SECURITIES, INC.·CRD# 7927

BD

Chicago, IL

November 14, 2000 - November 13, 2002

UNITED AMERICAN INTERNATIONAL, INC.·CRD# 30922

BD

Houston, TX

March 28, 2000 - September 18, 2000

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Current Firm

CS

CRUSH SECURITIES LLC

CRUSH SECURITIES LLC

CRD#: 316407 / SEC#: 8-70800

BD

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

80 Stone Pine Rd, Office 120, Half Moon Bay, CA 94306

Mailing Address

80 Stone Pine Rd, Office 120, Half Moon Bay, CA 94306

Phone Number

(347) 247-9977

Established

Delaware since 06/21/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
GREENSHOE HOLDINGS INC	OWNER	—
CHRISTOFILIS, CHARLES ANTHONY	CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER	1518196
ONESTO, RICHARD ERNEST	FINOP	2453096

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(9/10/2026)

RR

Connecticut
(2/5/2026)

RR

District of Columbia
(4/21/2026)

RR

Florida
(9/28/2026)

RR

Illinois
(10/23/2025)

RR

Massachusetts
(2/17/2026)

RR

New York
(9/23/2026)

RR

Puerto Rico
(7/14/2026)

RR

Texas
(3/9/2026)

RR

Virgin Islands
(4/17/2026)

RR

Washington
(3/16/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2025About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2005About the Series 65 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2018About the SIE exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Feb 2017About the Series 87 exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2015About the Series 79 exam

Series 3 — National Commodity Futures Examination

Passed Dec 2012About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Aug 2024About the Series 4 exam

Series 27 — Financial and Operations Principal Examination

Passed Feb 2007About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Apr 2000About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Charles Anthony Christofilis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CC

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