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JN

Joshua P. Natkin

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CRD#: 2872547
JN

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.

Joshua Paul Natkin, who also goes by J.p. Natkin, was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 1997. Joshua had worked at 6 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J.p. Natkin

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 10, 2011 - January 7, 2014

OTKRITIE CAPITAL U.S. INC.

BD
CRD#: 155187
NEW YORK, NY
Past

August 25, 2008 - September 16, 2011

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

October 12, 2001 - March 5, 2008

AUERBACH GRAYSON & COMPANY LLC

BD
CRD#: 30761
NEW YORK, NY
Past

May 8, 2000 - August 8, 2000

SBERBANK CIB USA, INC.

BD
CRD#: 47972
NEW YORK, NY
Past

August 24, 1998 - December 20, 1999

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

May 9, 1997 - August 7, 1998

RENCAP SECURITIES, INC.

BD
CRD#: 37821
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: 6/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/23/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


OC
OTKRITIE CAPITAL U.S. INC.
OTKRITIE CAPITAL U.S. INC. | OTKRITIE INC.

CRD#: 155187 / SEC#: , 8-68704

BD
Terminated by SEC on 12/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/04/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OTKRITIE CAPITAL INTERNATIONAL LTDOWNER
HOPKINS, THOMAS JOHNFINOP1835087
SNELL, HOWARD PETER MRDIRECTOR6866193
WEICHSEL, JEFFREY LOUISDIRECTOR, CCO5415479

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


OTKRITIE CAPITAL U.S. INC.

CRD#: 155187

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