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AM

Alisa Matire

Some features on this profile are disabled
CRD#: 2615935
AM

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.

Alisa Matire, who also goes by Alisa Itkin, was a registered financial professional .

Alisa is a previously registered financial professional and started their career in finance in 1995. Alisa had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Alisa Itkin

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

January 28, 2014 - March 17, 2014

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

January 4, 2012 - February 7, 2012

QUEST CAPITAL STRATEGIES, INC.

RIA
CRD#: 16783
BOCA RATON, FL
Past

January 3, 2012 - February 7, 2012

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 29, 2010 - March 1, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
BOCA RATON, FL
Past

January 29, 2010 - March 1, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BOCA RATON, FL
Past

December 16, 2008 - August 26, 2009

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
BOCA RATON, FL
Past

December 10, 2008 - August 26, 2009

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
BOCA RATON, FL
Past

January 30, 2008 - September 4, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

RIA
CRD#: 103919
BOCA RATON, FL
Past

April 10, 2007 - September 4, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

BD
CRD#: 103919
BOCA RATON, FL
Past

May 18, 2005 - April 11, 2007

IFMG SECURITIES, INC.

RIA
CRD#: 14416
BOCA RATON, FL
Past

May 10, 2005 - April 11, 2007

IFMG SECURITIES, INC.

BD
CRD#: 14416
BOCA RATON, FL
Past

October 1, 2000 - December 15, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DELRAY BEACH, FL
Past

October 1, 2000 - December 15, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 13, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

April 9, 1996 - March 15, 2000

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 4, 1995 - December 15, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 17, 1995 - July 7, 1995

RODECKER & COMPANY, INVESTMENT BROKERS, INC.

BD
CRD#: 7283
SOUTHFIELD, MI

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: 5/3/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/25/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/25/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/9/2002
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/17/2002
General Securities Sales Supervisor - Options Module Examination

Current Firm

CS
CAVU SECURITIES LLC
CAVU SECURITIES LLC | POINT CAPITAL MARKETS, LLC | POINT CAPITAL MARKETS, INC. | JOHN M. CUNNINGHAM INC. | JOHN M, CUNNINGHAM, INC

CRD#: 6906 / SEC#: , 8-18428

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

Main Address
777 Third Avenue Suite 2102, New York, NY 10017
Mailing Address
777 Third Avenue Suite 2102, New York, NY 10017
Phone number
(212) 916-3840
Established
Delaware since 08/02/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
GPAR HOLDINGS I, LLCSHAREHOLDER
FLORIDA CAVU, LLCSHAREHOLDER
LOHWATER, KARL WILLEMFINANCIAL AND OPERATIONS PRINCIPAL2684561
MEDINA, NICOLAS ETTORECHIEF COMPLIANCE OFFICER2413385
PARSONS, GREGORY ALLENPRESIDENT, CEO,3148868

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

CAVU SECURITIES LLC

CRD#: 6906

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