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CT

Curtis J. Tantillo

TANDEM SECURITIES
Shawnee, KS
Some features on this profile are disabled
CRD#: 2282883
CT

Professional summary


Curtis Jon Tantillo, who also goes by Curt Tantillo, is a registered financial professional currently at TANDEM SECURITIES, INC. located in Shawnee, Kansas.

Curtis is registered as a RR (Registered Representative) and started their career in finance in 1992. Curtis has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Curt Tantillo

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 Curtis Jon Tantillo'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

November 11, 2008 - Present

TANDEM SECURITIES, INC.

BD
CRD#: 140546
Shawnee, KS
Past

September 12, 2002 - November 7, 2008

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OVERLAND PARK, KS
Past

May 1, 2001 - October 11, 2001

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

May 1, 2001 - October 11, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

October 15, 1992 - March 19, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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
Arizona
(12/18/2008)
RR
Idaho
(11/12/2008)
RR
Illinois
(11/11/2008)
RR
Kansas
(11/11/2008)
RR
Missouri
(12/3/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TS
TANDEM SECURITIES, INC.
TANDEM SECURITIES | TANDEM SECURITIES, INC. | TANDEM SECURITIES, INC

CRD#: 140546 / SEC#: , 8-67321

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


Main Address
3706 Sw Topeka Boulevard Suite 420, Topeka, KS 66609
Mailing Address
3706 W Topeka Boulevard Suite 420, Topeka, KS 66609
Phone number
(785) 266-8333
Established
Kansas since 03/15/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 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#
MILLER, KRISTOPHER WAYNEOWNER, PRESIDENT, PRINCIPAL, CCO2868616
BARR, FARON EUGENEGENERAL SECURITIES PRINCIPAL/AML COMPLIANCE OFFICER4685467
LINDNER, CARL ALBERTCFO AND FINOP6830871
MILLER, RICHARD LEEPRINCIPLE/GENERAL COMPLIANCE1176011

Disclosures


Regulatory Event3

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


TANDEM SECURITIES, INC.

CRD#: 140546Shawnee, KS

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