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AK

Anthony Koulouris

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CRD#: 3011289
AK

Professional summary

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

Anthony is a previously registered financial professional and started their career in finance in 2000. Prior to being barred, Anthony had worked at 4 firms, which includes EKN FINANCIAL SERVICES INC., TRIDENT PARTNERS LTD., BROOKSTREET SECURITIES CORPORATION, TASIN & COMPANY INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anthony Koularis

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

March 8, 2002 - March 5, 2003

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

August 3, 2001 - February 22, 2002

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

February 12, 2001 - August 21, 2001

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

April 4, 2000 - February 6, 2001

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, 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: 5/19/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2000
General Securities Representative Examination

Current Firm

EF
EKN FINANCIAL SERVICES INC.
EHRENKRANTZ KING NUSSBAUM, INC. | EKN FINANCIAL SERVICES INC.

CRD#: 113525 / SEC#: , 8-53346

BD
Cancelled by SEC on 11/20/2013
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 01/16/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MARGATE CAPITAL, INCPARENT COMPANY
BORGNER, RICHARD REISSCHIEF COMPLIANCE OFFICER1104666
GIUGLIANO, THOMAS MICHAELDIRECTOR2804591
OTTIMO, ANTHONY SRCHAIRMAN & DIRECTOR2974369

Disclosures

Regulatory Event18
Arbitration10
Judgment/Lien1

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

EKN FINANCIAL SERVICES INC.

CRD#: 113525

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