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ST

Steven A. Tulip

CAPITAL ONE SECURITIES
New York, NY 10171
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CRD#: 2540149
ST

Professional summary


Steven Andrew Tulip is a registered financial professional currently at CAPITAL ONE SECURITIES, INC. located in New York, New York and KIPPSDESANTO & COMPANY located in Mclean, Virginia.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1994. Steven has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 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) - BD


Click below to view Steven Andrew Tulip's 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 19, 2013 - Present

CAPITAL ONE SECURITIES, INC.

Office #1: 299 Park Avenue 28th Floor, New York, NY 10171
BD
CRD#: 44158
New York, NY
Current

March 9, 2022 - Present

KIPPSDESANTO & COMPANY

Office #1: 1675 Capital One Dr. Suite 1200, Mclean, VA 22102
BD
CRD#: 45763
Mclean, VA
Current

March 9, 2022 - Present

TRIPLETREE, LLC

Office #1: 8200 Normandale Lake Blvd 7th Floor, Minneapolis, MN 55437
BD
CRD#: 42820
Minneapolis, MN
Past

October 1, 2007 - July 20, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

January 3, 2001 - September 27, 2007

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

December 23, 1994 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

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
California
(1/3/2023)
RR
Louisiana
(11/19/2013)
RR
Minnesota
(3/9/2022)
RR
New York
(11/19/2013)
RR
Virginia
(3/9/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 9/29/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TL
TRIPLETREE, LLC
CHERRY TREE & CO., LLC | TRIPLETREE, LLC

CRD#: 42820 / SEC#: , 8-50015

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


Main Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437
Mailing Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437
Phone number
(952) 223-8400
Established
Minnesota since 01/13/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL ONE, N.A.SHAREHOLDER
HALPRIN, GABRIELLE BAILLEUXCHIEF FINANCIAL OFFICER/FINOP5087341
MULLIGAN, ROBERTCHIEF COMPLIANCE OFFICER1584973
ROER, PATRICIA LANGDIRECTOR3157205
ROTH, JUSTIN JPRESIDENT/HEAD OF INVESTMENT BANKING6886704
TULIP, STEVEN ANDREWDIRECTOR2540149

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


TRIPLETREE, LLC

CRD#: 42820New York, NY 10171

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