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SG

Stephen Grivas

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CRD#: 1829703
SG

Professional summary


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

Stephen is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Stephen had worked at 16 firms, which includes BLACKBOOK CAPITAL LLC, OBSIDIAN FINANCIAL GROUP LLC, WESTROCK ADVISORS INC., J.P. TURNER & COMPANY L.L.C., EMMETT A LARKIN COMPANY INC., TRADE.COM ONLINE SECURITIES INC., WINDSOR STREET CAPITAL LP, THE BOSTON GROUP, FIRST METROPOLITAN SECURITIES INC., LT LAWRENCE & CO. INC., FIRST CAMBRIDGE SECURITIES CORPORATION, ROTHSCHILD GLOBAL INVESTMENTS INC., INVESTORS ASSOCIATES INC., A. T. BROD & CO. INC., BARRON CHASE SECURITIES INC., JAMES W. BULLARD JR. INCORPORATED.

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)


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

June 26, 2014 - August 7, 2014

BLACKBOOK CAPITAL, LLC

BD
CRD#: 123234
NORTHPORT, NY
Past

April 14, 2008 - October 16, 2013

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
WOODBURY, NY
Past

April 7, 2005 - April 15, 2008

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
WOODBURY, NY
Past

December 21, 2000 - May 3, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

May 19, 2000 - December 11, 2000

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

May 12, 1999 - May 18, 2000

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

July 6, 1998 - April 19, 1999

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

April 19, 1998 - July 14, 1998

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

January 9, 1996 - February 5, 1998

FIRST METROPOLITAN SECURITIES, INC.

BD
CRD#: 7594
NEW YORK, NY
Past

June 23, 1995 - January 3, 1996

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

January 31, 1995 - July 13, 1995

FIRST CAMBRIDGE SECURITIES CORPORATION

BD
CRD#: 21846
NEW YORK, NY
Past

January 24, 1995 - January 28, 1995

ROTHSCHILD GLOBAL INVESTMENTS, INC.

BD
CRD#: 16700
Past

October 26, 1994 - November 17, 1994

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

April 7, 1994 - April 29, 1994

A. T. BROD & CO. INC.

BD
CRD#: 1319
CLEVELAND, OH
Past

March 28, 1994 - April 11, 1994

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

January 18, 1994 - May 20, 1994

JAMES W. BULLARD, JR., INCORPORATED

BD
CRD#: 30977

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: 10/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/17/1994
Corporate Securities Limited Representative Examination

Current Firm


BC
BLACKBOOK CAPITAL, LLC
BLACKBOOK CAPITAL LLC | PHOENIX SECURITIES, INC. | FRANKLIN CHRISTOPHER INVESTMENTS LLC | FRANKLIN CHRISTOPHER INVESTMENT BANKERS, INC. | ET SECURITIES, INC. | BLACKBOOK CAPITAL, LLC | BLACKBOOK CAPITAL, INC.

CRD#: 123234 / SEC#: , 8-65577

BD
Terminated by SEC on 08/20/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OGELE, FRANKLIN IHENDUCEO, PRESIDENT, FINOP, CCO2197820
APEX HOMES, INCMEMBER

Disclosures


Regulatory Event4
Arbitration1
Judgment/Lien1

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


BLACKBOOK CAPITAL, LLC

CRD#: 123234

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