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TK

Tommy N. Kalikas

BAY CREST PARTNERS
New York, NY 10005
Some features on this profile are disabled
CRD#: 2924342
TK

Professional summary


Tommy Nicholas Kalikas is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.

Tommy is registered as a RR (Registered Representative) and started their career in finance in 1999. Tommy has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 7A and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Tommy Nicholas Kalikas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 27, 2017 - Present

BAY CREST PARTNERS, LLC

Office #1: 40 Wall Street 42nd Floor, New York, NY 10005
BD
CRD#: 39944
New York, NY
Past

April 25, 2014 - February 28, 2017

LIVERMORE TRADING GROUP, INC.

BD
CRD#: 32968
NEW YORK, NY
Past

January 14, 2013 - April 28, 2014

MERIDIAN EQUITY PARTNERS, INC.

BD
CRD#: 133849
NEW YORK, NY
Past

August 20, 2012 - September 18, 2012

EMPIRE ASSET MANAGEMENT COMPANY

BD
CRD#: 143007
NEW YORK, NY
Past

March 24, 1999 - April 13, 2012

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(2/27/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 9/25/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/7/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7A
Date: 4/30/2003
Floor Broker Representative Exam
General Industry/Product Exam
RR
Series 25
Date: 7/22/1999
NYSE Trading Assistant Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
New York Stock Exchange

Current Firm


BC
BAY CREST PARTNERS, LLC
AFC PARTNERS, LLC | BAY CREST PARTNERS, LLC

CRD#: 39944 / SEC#: , 8-48931

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


Main Address
40 Wall Street 42nd Floor, New York, NY 10005
Mailing Address
40 Wall Street 42nd Floor, New York, NY 10005
Phone number
(212) 480-1400
Established
New York since 12/20/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 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#
FREEDOM HOLDING GROUP, LLCSOLE LLC MEMBER
CARBONARA, LISACCO5227955
MULLIGAN, WILLIAM PETER JR.GENERAL SECURITIES PRINCIPAL, LLC MANAGER, CEO1614209
SCHEUERMANN, JOSEPH PHILIPCOO3273673
SCHEUERMANN, JOSEPH PHILIPPFO, POO, FINOP3273673
WEISS, NICHOLAS DANIELROP2856151

Disclosures


Regulatory Event16

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


BAY CREST PARTNERS, LLC

CRD#: 39944New York, NY 10005

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