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IV

Isaac S. Vulakh

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CRD#: 2394544
IV

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.

Isaac Samuel Vulakh, who also goes by Igor Vulakh, was a registered financial professional .

Isaac is a previously registered financial professional and started their career in finance in 1993. Isaac had worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Igor Vulakh

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

September 21, 2012 - December 6, 2012

CAPULENT LLC

BD
CRD#: 155155
PHOENIX, AZ
Past

February 19, 2010 - September 17, 2010

VCS VENTURE SECURITIES

BD
CRD#: 127921
NEW YORK, NY
Past

July 11, 2006 - January 29, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN FRANCISCO, CA
Past

June 22, 2006 - January 29, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN FRANCISCO, CA
Past

September 27, 1996 - December 18, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 26, 1996 - December 18, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 16, 1996 - May 3, 1996

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

August 14, 1995 - August 31, 1995

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

September 11, 1994 - April 24, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 16, 1994 - October 17, 1994

STATE CAPITAL MARKETS CORPORATION

BD
CRD#: 13685
NEW YORK, NY
Past

September 27, 1993 - March 18, 1994

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, 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: 7/10/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CL
CAPULENT LLC
BARNARD/MONTAGUE SECURITIES, LLC | CROWDTRADE | CAPULENT SECURITIES | CAPULENT LLC | BERING STRAIT CAPITAL, LLC | BERING STRAIT CAPITAL , LLC

CRD#: 155155 / SEC#: , 8-68699

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


Main Address
4144 N 44th Street Ste 3, Phoenix, AZ 85018
Mailing Address
4144 N 44th Street Ste 3, Phoenix, AZ 85018
Phone number
(800) 255-5181
Established
California since 06/04/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (47 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#
AMYS, JENNIFER TMEMBER
BACHMAN, JUSTIN MATTHEWCEO6412695
FERNANDEZ, EDWARD ERICMEMBER2956661
COLLINS, ELIZABETH SARAHFINOP/CFO/POO/PFO4714831
HSU, DAVID CHENG-WEICCO4140214

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


CAPULENT LLC

CRD#: 155155

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