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AK

Albert J. Kastor

THE TAVENNER COMPANY
Willoughby, OH
Some features on this profile are disabled
CRD#: 1953926
AK

Professional summary


Albert Joseph Kastor is a registered financial professional currently at THE TAVENNER COMPANY located in Willoughby, Ohio.

Albert is registered as a RR (Registered Representative) and started their career in finance in 1989. Albert has worked at 10 firms and has passed the SIE and Series 6 exams.

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) - BD


Click below to view Albert Joseph Kastor'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

August 11, 2009 - Present

THE TAVENNER COMPANY

BD
CRD#: 18004
Willoughby, OH
Past

June 7, 2013 - November 3, 2014

LYKE FINANCIAL

RIA
CRD#: 154199
CANTON, OH
Past

October 31, 2005 - July 14, 2009

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WILLOUGHBY, OH
Past

October 24, 2005 - July 14, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WILLOUGHBY, OH
Past

March 28, 2003 - December 31, 2005

BLUE VASE SECURITIES, LLC

RIA
CRD#: 46765
WILLOUGHBY, OH
Past

October 15, 2002 - October 24, 2005

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

June 9, 1998 - October 14, 2002

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

March 25, 1998 - June 29, 1998

EMISSARY FINANCIAL GROUP, INC.

BD
CRD#: 44568
MENTOR, OH
Past

May 13, 1996 - March 17, 1998

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

September 6, 1990 - May 17, 1996

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

June 2, 1989 - September 11, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

June 2, 1989 - September 11, 1990

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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
Ohio
(8/11/2009)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TT
THE TAVENNER COMPANY
LITTLETON FINANCIAL SERVICES, INC. | WESTMINISTER FINANCIAL INVESTMENTS, INC. | THE TAVENNER COMPANY | LITTLETON SECURITIES COMPANY

CRD#: 18004 / SEC#: , 8-41206

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


Main Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Mailing Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Phone number
(937) 399-8415
Established
Ohio since 01/27/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TAVENNER, THOMAS JAMESPRESIDENT4720439
TAVENNER, WILLIAM JAMES SRVICE PRESIDENT/ CHIEF COMPLIANCE OFFICER1508490

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


THE TAVENNER COMPANY

CRD#: 18004Willoughby, OH

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