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AO

Anthony J. O'kussick

THE LEADERS GROUP
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 2377948
AO

Professional summary

Anthony Joseph O'kussick JR, who also goes by Anthony Joseph Okussick Jr, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1993. Anthony has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anthony Joseph Okussick Jr

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 Anthony Joseph O'kussick JR'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 22, 2019 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
Summit, NJ
Past

January 7, 2015 - September 29, 2017

OSAIC SERVICES, INC.

BD
CRD#: 133763
PHOENIX, AZ
Past

April 19, 2012 - December 31, 2012

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
BROOKLINE, MA
Past

April 3, 2012 - December 31, 2012

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
BROOKLINE, MA
Past

March 27, 2008 - April 1, 2010

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEEDHAM, MA
Past

December 21, 2005 - December 10, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
NEWTON, MA
Past

August 21, 2001 - December 10, 2007

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWTON, MA
Past

September 9, 1993 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 9, 1993 - August 11, 2000

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
Massachusetts
(8/23/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/15/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/8/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

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

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

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

THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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