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TK

Thomas E. Kana

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CRD#: 2556045
TK

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.

Thomas Edward Kana, who also goes by Tomka Kana, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2002. Thomas had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tomka Kana

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

April 10, 2014 - December 19, 2014

AVANT-GARDE ADVISORS LLC

RIA
CRD#: 151527
CENTENNIAL, CO
Past

July 22, 2011 - April 9, 2014

GRANDERSON WEALTH MANAGEMENT GROUP INC

RIA
CRD#: 135745
DENVER, CO
Past

March 3, 2010 - June 23, 2011

MCL FINANCIAL GROUP, INC.

RIA
CRD#: 41180
DENVER, CO
Past

March 3, 2010 - June 13, 2011

MCL FINANCIAL GROUP, INC.

BD
CRD#: 41180
DENVER, CO
Past

July 14, 2005 - February 2, 2010

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
MONUMENT, CO
Past

January 20, 2004 - February 2, 2010

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
MONUMENT, CO
Past

January 15, 2003 - August 19, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

February 11, 2002 - November 4, 2002

RMIN SECURITIES, INC.

BD
CRD#: 47274
DENVER, CO

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
IAR
Series 65
Date: 5/18/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
AVANT-GARDE ADVISORS LLC
ANTHEM WEALTH PARTNERS | SECURE RETIREMENT SOLUTIONS | SAFEGUARD FINANCIAL | HARVEY & COMPANIES | AVANT-GARDE WEALTH MANAGEMENT INC. | AVANT-GARDE ADVISORS LLC

CRD#: 151527 / SEC#: 801-76860

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Contact information


Main Address
9155 E Nichols Ave Suite 175, Centennial, CO 80112
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (ADV PART 2A) 2016 (9/15/2016)

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


AVANT-GARDE ADVISORS LLC

CRD#: 151527

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