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Peter J. Yannakakis

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CRD#: 2633320
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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.

Peter John Yannakakis, who also goes by Pete Yannakakis, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1995. Peter had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete Yannakakis

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

June 5, 2013 - November 25, 2015

NORTH SOUTH CAPITAL, LLC

BD
CRD#: 148158
ST. LOUIS, MO
Past

January 3, 2012 - May 31, 2013

DIRECT ACCESS PARTNERS LLC

BD
CRD#: 120950
ST. LOUIS, MO
Past

November 13, 2009 - January 6, 2012

LITTLE RIVER CAPITAL, LLC

BD
CRD#: 118917
ST. LOUIS, MO
Past

January 8, 2009 - November 16, 2009

VIEWPOINT SECURITIES, LLC

BD
CRD#: 104226
SAINT LOUIS, MO
Past

March 17, 2003 - January 21, 2009

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
ST. LOUIS, MO
Past

May 2, 2002 - March 10, 2003

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
MEMPHIS, TN
Past

July 18, 1995 - August 31, 2001

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO

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
Series 63
Date: 11/7/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/17/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NS
NORTH SOUTH CAPITAL, LLC
NORTH SOUTH CAPITAL, LLC

CRD#: 148158 / SEC#: , 8-67979

Illinois
Registered Investment Advisory firm - SEC (2/13/2009 Approved)
Indiana
Registered Investment Advisory firm - SEC (8/18/2009 Approved)
Texas
Registered Investment Advisory firm - SEC (8/7/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
321 West Maple Street Suite 100, New Lenox, IL 60451-4409
Mailing Address
321 West Maple Street Suite 201, New Lenox, IL 60451
Phone number
(312) 445-5400
Established
Illinois since 06/20/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (19 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OTT, JANE KARPINSKIMANAGING MEMBER/PRESIDENT1979000
ODONNELL, CHRISTOPHER LCCO/FINOP/CFO3010853
VASIL, AARONVICE PRESIDENT4534079

Regulatory assets under management


Total Number of Accounts136
AUM (Assets Under Management)$ 25,887,891

Disclosures


Regulatory Event1

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


NORTH SOUTH CAPITAL, LLC

CRD#: 148158

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