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JL

Jeffrey S. Liolios

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CRD#: 2253186
JL

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.

Jeffrey Scott Liolios, who also goes by Scott Liolios, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 6 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Liolios

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

January 30, 2013 - October 20, 2016

GVC CAPITAL LLC

BD
CRD#: 38923
GREENWOOD VILLAGE, CO
Past

August 15, 2005 - August 22, 2011

NEWPORT MICRO PARTNERS, LLC

RIA
CRD#: 135189
NEWPORT BEACH, CA
Past

September 25, 2002 - December 31, 2012

GVC CAPITAL LLC

BD
CRD#: 38923
GREENWOOD VILLAGE, CO
Past

October 18, 1996 - May 12, 1997

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

March 27, 1996 - September 17, 1996

FOX & COMPANY INVESTMENTS INC.

BD
CRD#: 18517
SCOTTSDALE, AZ
Past

September 22, 1992 - November 10, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 20, 1992 - December 9, 1992

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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: 7/5/2005
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 11/17/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GC
GVC CAPITAL LLC
BATHGATE CAPITAL PARTNERS LLC | GVC CAPITAL LLC | BATHGATE MCCOLLEY CAPITAL GROUP LLC

CRD#: 38923 / SEC#: , 8-48465

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


Main Address
5350 So. Roslyn St. Suite 300, Greenwood Village, CO 80111
Mailing Address
5350 So. Roslyn St. Suite 300, Greenwood Village, CO 80111-2124
Phone number
(303) 694-0862
Established
Colorado since 06/09/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 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#
GVC PARTNERS LLCMEMBER
FULTON, GREGORY GALESENIOR MANAGING PARTNER215757
HUEBNER, RICHARD TYSONSENIOR MANAGING PARTNER1080361
LUND, KENT JEFFREYINTERIM CEO, CCO3191357

Disclosures


Regulatory Event4

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


GVC CAPITAL LLC

CRD#: 38923

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