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AC

Andrew G. Costa

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CRD#: 1600926
AC

Professional summary


Andrew Grigsby Costa was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Andrew is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, Andrew had worked at 12 firms, which includes COSTA FINANCIAL SECURITIES INC., WALL STREET FINANCIAL GROUP INC., COSTA FINANCIAL GROUP INC., SECURITIES SERVICE NETWORK LLC, SECURITIES AMERICA INC., VANGUARD CAPITAL, INVESTACORP INC., CIBC WORLD MARKETS CORP., PRUDENTIAL EQUITY GROUP LLC, THOMSON MCKINNON SECURITIES INC., LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Costa

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

March 25, 2003 - March 4, 2008

COSTA FINANCIAL SECURITIES, INC.

BD
CRD#: 45039
BOCA RATON, FL
Past

May 13, 1999 - March 13, 2002

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
VICTOR, NY
Past

October 13, 1995 - March 25, 2008

COSTA FINANCIAL GROUP, INC.

RIA
CRD#: 111218
BOCA RATON, FL
Past

May 5, 1994 - March 12, 1999

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

August 25, 1992 - March 28, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 3, 1992 - August 5, 1992

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

May 31, 1991 - January 29, 1992

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

May 25, 1990 - June 13, 1991

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

September 15, 1989 - May 18, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 9, 1989 - September 16, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

May 14, 1988 - March 16, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

December 23, 1986 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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: 1/14/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
COSTA FINANCIAL SECURITIES, INC.
COSTA FINANCIAL SECURITIES, INC. | WITTNER SECURITIES, INC.

CRD#: 45039 / SEC#: , 8-50937

BD
Cancelled by SEC on 10/10/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/23/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COSTA FINANCIAL GROUP, INC.SHAREHOLDER111218
COSTA, ANDREW GRIGSBYPRESIDENT1600926
COSTA, ANDREW GRIGSBYFINOP1600926

Disclosures


Regulatory Event3
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


COSTA FINANCIAL SECURITIES, INC.

CRD#: 45039

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