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JT

Janilyn R. Talisse

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CRD#: 2812316
JT

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.

Janilyn Reyes Talisse, who also goes by Janilyn Reyes, Janilyn Talisse, was a registered financial professional .

Janilyn is a previously registered financial professional and started their career in finance in 2001. Janilyn had worked at 2 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Janilyn Reyes | Janilyn Talisse

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

November 21, 2002 - February 19, 2003

GOLD COAST SECURITIES, INC.

BD
CRD#: 110925
THOUSAND OAKS, CA
Past

November 6, 2001 - November 4, 2002

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, 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
RR
Series 63
Date: 5/29/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GC
GOLD COAST SECURITIES, INC.
GOLD COAST ADVISORY | GOLD COAST SECURITIES, INC.

CRD#: 110925 / SEC#: 801-60090, 8-53148

RIA
Registered Investment Advisory firm - SEC (12/10/2012 Terminated)
California
Registered Investment Advisory firm - SEC (8/23/2012 Approved)
Idaho
Registered Investment Advisory firm - SEC (9/12/2012 Approved)
Ohio
Registered Investment Advisory firm - SEC (6/26/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/6/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360
Mailing Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360-8241
Phone number
(805) 496-3660
Established
Delaware since 01/17/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
11

FINRA licenses (28 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#
HO, TAE POMCEO/CFO/CLO/CHIEF COMPLIANCE OFFICER/DIRECTOR2857540
TAMANO, SALLY YIPSVP, COO, DIRECTOR1993133

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 37,393,957

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


GOLD COAST SECURITIES, INC.

CRD#: 110925

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