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EC

Edward L. Capko

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CRD#: 2066371
EC

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.

Edward Louis Capko, who also goes by Ed Capko, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1990. Edward had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Capko

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

July 16, 2010 - February 29, 2016

WBB SECURITIES, LLC

BD
CRD#: 118440
MORRIS, IL
Past

December 15, 2008 - April 30, 2010

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
MORRIS, IL
Past

November 17, 2005 - December 4, 2008

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
MORRIS, IL
Past

June 13, 2005 - December 4, 2008

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
MORRIS, IL
Past

July 20, 2004 - December 31, 2007

CAPKO CAPITAL MANAGEMENT, LLC

RIA
CRD#: 131823
MORRIS, IL
Past

July 2, 2004 - June 13, 2005

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

November 5, 2001 - July 20, 2004

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
MORRIS, IL
Past

June 18, 1997 - July 20, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 11, 1992 - June 19, 1997

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

October 31, 1990 - November 24, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 21, 1990 - September 13, 1990

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

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
IAR
Series 66
Date: 10/22/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WS
WBB SECURITIES, LLC
WBB SECURITIES, LLC | WESTFIELD BAKERINK BROZAK, LLC

CRD#: 118440 / SEC#: , 8-53660

Arkansas
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
California
Registered Investment Advisory firm - SEC (6/17/2004 Approved)
Connecticut
Registered Investment Advisory firm - SEC (12/13/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Missouri
Registered Investment Advisory firm - SEC (1/5/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (7/13/2006 Approved)
New York
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Oregon
Registered Investment Advisory firm - SEC (10/16/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
Texas
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Utah
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
20 Commerce Dr Suite 135, Cranford, NJ 07016
Mailing Address
3111 Camino Del Rio N #400, San Diego, CA 92108
Phone number
(858) 592-9901
Established
New Jersey since 07/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BROZAK, DEJEAN & ASSOCIATES, LLCOWNER
BROZAK, STEPHEN GILBERTPAUL IIIPRESIDENT, CEO, MANAGING MEMBER1539206
MILLER, MATTHEWTRADING PRINCIPAL, MUNICIPAL SECS PRINCIPAL, OPTIONS PRINCIPAL2229977
THOMAS, MICHELLE DENISECHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER2210435
THORNTON, STEVEN LEEFINOP4496384

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


WBB SECURITIES, LLC

CRD#: 118440

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