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Gennadi Plotitz

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CRD#: 2373766
GP

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.

Gennadi Plotitz, who also goes by Gene Plotitz, Gene Taylor, was a registered financial professional .

Gennadi is a previously registered financial professional and started their career in finance in 1994. Gennadi had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gene Plotitz | Gene Taylor

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

October 5, 2001 - May 21, 2004

US TRADING LLC

BD
CRD#: 37426
NEW YORK, NY
Past

April 18, 2000 - May 29, 2001

US TRADING LLC

BD
CRD#: 37426
NEW YORK, NY
Past

October 26, 1998 - January 21, 1999

BENSON YORK GROUP, INC.

BD
CRD#: 40231
MELVILLE, NY
Past

March 7, 1998 - September 22, 1998

GLOBAL FINANCIAL GROUP, INC.

BD
CRD#: 23958
MINNEAPOLIS, MN
Past

June 27, 1997 - April 6, 1998

GREAT AMERICAN FINANCIAL NETWORK, INC.

BD
CRD#: 14108
NORCROSS, GA
Past

September 3, 1994 - May 9, 1995

BUTTONWOOD SECURITIES, INC.

BD
CRD#: 18420
NEW YORK, NY
Past

April 29, 1994 - June 1, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

February 17, 1994 - March 4, 1994

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892

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: 2/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/1997
General Securities Principal Examination

Current Firm


UT
US TRADING LLC
KGB SECURITIES INC. | US TRADING LLC | U.S. TRADING CORP.

CRD#: 37426 / SEC#: , 8-47729

BD
Terminated by SEC on 02/18/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/26/2005
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CARLIN GROUP LLCOWNER OF US TRADING LLC
COAKLEY, JOHN JOSEPHROP1852324
COAKLEY, JOHN JOSEPHSROP1852324
COAKLEY, JOHN JOSEPHCROP1852324
FROMMER, JEREMY PHILLIPPRESIDENT/ COO2099159
KORNFELD, LYNDA ANNCHIEF COMPLIANCE OFFICER3162347
RISI, SALVATORE ANTHONYFIN-OP1072513
RONAN, DENNIS MICHAELORDER ROOM MANAGER1020860

Disclosures


Regulatory Event5
Arbitration1

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


US TRADING LLC

CRD#: 37426

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