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AK

Armen Karapetyan

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CRD#: 2634993
AK

Professional summary


Armen Karapetyan was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Armen is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Armen had worked at 8 firms, which includes BASIS FINANCIAL LLC, LEEB BROKERAGE SERVICES INC., BENNETT MULLANEY & CO. INC., TRADE.COM ONLINE SECURITIES INC., WOLFF INVESTMENT GROUP INCORPORATED, W.J. NOLAN & COMPANY INC., FOSTER JEFFRIES SECURITIES LLC, MEYERS POLLOCK ROBBINS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Armen Karr

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

August 8, 2003 - September 28, 2012

BASIS FINANCIAL, LLC

BD
CRD#: 43694
NORTH MIAMI BEACH, FL
Past

January 2, 2001 - July 11, 2003

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

April 5, 1999 - December 31, 2000

BENNETT, MULLANEY & CO., INC.

BD
CRD#: 10448
NEW YORK, NY
Past

August 3, 1998 - April 22, 1999

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

February 20, 1998 - August 10, 1998

WOLFF INVESTMENT GROUP INCORPORATED

BD
CRD#: 21930
NEW YORK, NY
Past

August 22, 1997 - December 15, 1997

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

August 4, 1997 - August 14, 1997

FOSTER JEFFRIES SECURITIES, LLC

BD
CRD#: 30144
WESTBURY, NY
Past

August 4, 1997 - September 18, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY

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: 8/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BASIS FINANCIAL, LLC
BASIS FINANCIAL, LLC | OMNI SECURITIES, L.L.C.

CRD#: 43694 / SEC#: , 8-50367

BD
Terminated by SEC on 02/14/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 07/15/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTHEASTERN FINANCIAL HOLDINGSSHAREHOLDER
KARAPETYAN, ARMENPRESIDENT

Disclosures


Regulatory Event3
Arbitration1

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


BASIS FINANCIAL, LLC

CRD#: 43694

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