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David M. Konits

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CRD#: 2531617
DK

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.

David Matthew Konits was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2001. David had worked at 15 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 27, Series 28, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 3, 2014 - May 4, 2015

HEDGE HARBOR INC.

BD
CRD#: 44324
NEW YORK, NY
Past

December 13, 2013 - September 18, 2014

AMERICAN ELM DISTRIBUTION PARTNERS, LLC

BD
CRD#: 153322
PORTSMOUTH, NH
Past

October 7, 2011 - August 9, 2013

JUMPSTART SECURITIES, LLC

BD
CRD#: 156214
ATLANTA, GA
Past

October 30, 2009 - March 31, 2010

CAPITAL & CREDIT INTERNATIONAL, INC.

BD
CRD#: 136660
MIAMI, FL
Past

February 11, 2009 - June 8, 2015

HEDGECO SECURITIES, LLC

BD
CRD#: 142498
ATLANTA, GA
Past

October 9, 2008 - January 16, 2009

R & G SECURITIES, LLC

BD
CRD#: 147040
DECATUR, GA
Past

September 19, 2008 - February 4, 2009

VIRTUS SECURITIES, LLC

BD
CRD#: 146016
AUSTIN, TX
Past

January 25, 2007 - August 26, 2008

HEDGECO SECURITIES, LLC

BD
CRD#: 142498
DUNWOODY, GA
Past

January 16, 2007 - March 18, 2010

AVENTURA SECURITIES, LLC

BD
CRD#: 142374
ATLANTA, GA
Past

November 30, 2006 - March 26, 2010

AVENTURA CAPITAL MANAGEMENT, LLC

RIA
CRD#: 142478
BOCA RATON, FL
Past

June 13, 2005 - July 20, 2006

NPA ASSET MANAGEMENT, LLC

RIA
CRD#: 131534
MONTVALE, NJ
Past

June 8, 2005 - July 20, 2006

NATIONWIDE PLANNING ASSOCIATES INC.

BD
CRD#: 31029
MONTVALE, NJ
Past

January 4, 2005 - December 31, 2005

SUMA CAPITAL INVESTMENT ADVISORS

RIA
CRD#: 132206
ATLANTA, GA
Past

July 31, 2002 - May 16, 2005

SUMA SECURITIES, LLC

BD
CRD#: 35852
ATLANTA, GA
Past

October 12, 2001 - May 6, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 12, 2001 - May 6, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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: 11/5/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 5/11/2005
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HH
HEDGE HARBOR INC.
ASSET ALLIANCE INVESTMENT SERVICES INC. | HEDGEHARBOR | HEDGE HARBOR INC. | CAPINTRO GLOBAL, INC. | CAPINTRO AMERICAS INC.

CRD#: 44324 / SEC#: , 8-50629

BD
Terminated by SEC on 06/21/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/03/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ASSET ALLIANCE HOLDING CORP.SHAREHOLDER
LIPNICK, BRUCE HOWARDCHAIRMAN, CEO, CCO, DIRECTOR, GSP1095377

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


HEDGE HARBOR INC.

CRD#: 44324

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