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AB

Anand K. Bhattacharya

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CRD#: 1842963
AB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anand Kishore Bhattacharya, who also goes by Anand K Bhattacharya, was a registered financial professional .

Anand is a previously registered financial professional and started their career in finance in 1989. Anand had worked at 6 firms and has passed the Series 63, Series 16, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anand K Bhattacharya

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 10, 2013 - September 3, 2014

INSPEREX LLC

BD
CRD#: 101420
DELRAY BEACH, FL
Past

September 9, 2010 - April 1, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

February 12, 1999 - September 25, 2008

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA
Past

May 20, 1998 - April 22, 1999

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA
Past

August 24, 1990 - March 13, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 24, 1989 - June 26, 1989

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501

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: 5/31/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 16
Date: 10/26/1994
NYSE Supervisory Analyst Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IL
INSPEREX LLC
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC

CRD#: 101420 / SEC#: , 8-52081

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


Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 09/01/2023
Firm type
Limited Liability Company
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#
INSPEREX HOLDINGS LLCMEMBER: VOTING
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
CARRELS, CHRISTINE ANNCHIEF MARKETING OFFICER6651750
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
ELLIOTT, LAURA SUEPRESIDENT2125558
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
NICHOLSON, MARSHALL ALLENHEAD OF STRATEGIC INITIATIVES4585471
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960
RHODES, DERYK TREVORHEAD OF WEALTH MANAGEMENT SOLUTIONS4157411
TOLAR, JOHN MHEAD OF FIXED INCOME SALES & TRADING3075402

Disclosures


Regulatory Event1

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


INSPEREX LLC

CRD#: 101420

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