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CC

Christopher J. Caputo

TRAILMARK
Atlanta, GA 30326-1352
Some features on this profile are disabled
CRD#: 1734605
CC

Professional summary


Christopher Joseph Caputo, who also goes by Christopher J Caputo, is a registered financial professional currently at TRAILMARK INC. located in Atlanta, Georgia.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1994. Christopher has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher J Caputo

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 Christopher Joseph Caputo'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

March 8, 2001 - Present

TRAILMARK INC.

Office #1: 3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352
BD
CRD#: 104408
Atlanta, GA
Past

August 3, 1994 - October 20, 1998

CA IB SECURITIES (NEW YORK) INC.

BD
CRD#: 14851
NEW YORK, NY

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
California
(6/15/2001)
RR
Connecticut
(3/22/2001)
RR
Delaware
(6/2/2005)
RR
District of Columbia
(5/20/2005)
RR
Illinois
(3/20/2001)
RR
Maine
(6/28/2006)
RR
Maryland
(6/7/2005)
RR
Massachusetts
(3/9/2001)
RR
New Hampshire
(6/20/2005)
RR
New Jersey
(8/13/2001)
RR
New York
(7/18/2001)
RR
Ohio
(12/19/2001)
RR
Pennsylvania
(8/8/2001)
RR
Rhode Island
(5/2/2006)
RR
South Dakota
(3/26/2024)
RR
Vermont
(6/26/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 9/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TI
TRAILMARK INC.
FORTRESS GROUP, INC. | TRAILMARK INC. | FORTRESS WILLIAMSON SECURITIES, INC.

CRD#: 104408 / SEC#: , 8-52864

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


Main Address
3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352
Mailing Address
P.o. Box 190549, Atlanta, GA 31119
Phone number
(404) 900-5501
Established
Georgia since 08/07/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
CAPUTO, CHRISTOPHER JOSEPHPRESIDENT/MANAGING DIRECTOR/50% STOCKHOLDER1734605
WILLIAMSON, BRUCE ALANCFO/VP/CORPORATE SECRETARY/MANAGING DIRECTOR/50% STOCKHOLDER1923210
WILLIAMSON, BRUCE ALANCHIEF COMPLIANCE OFFICER, FINOP1923210

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


TRAILMARK INC.

CRD#: 104408Atlanta, GA 30326-1352

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