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Barry Itzkowitz

GOLDEN CAPITAL PARTNERS LLC
SUNNY ISLES BEACH, FL
Some features on this profile are disabled
CRD#: 3220552
BI

Professional summary


Barry Itzkowitz, who also goes by Barry Kowitz, is a registered financial advisor currently at GOLDEN CAPITAL PARTNERS LLC located in Sunny Isles Beach, Florida.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Barry has worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Barry Kowitz

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) - RIA


Click below to view Barry Itzkowitz's 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

March 17, 2025 - Present

GOLDEN CAPITAL PARTNERS LLC

RIA
CRD#: 333794
SUNNY ISLES BEACH, FL
Past

April 18, 2016 - December 1, 2016

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
NEW YORK, NY
Past

January 15, 2014 - April 21, 2014

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

July 29, 2011 - August 10, 2012

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
FT. LAUDERDALE, FL
Past

April 13, 2010 - May 11, 2010

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

February 8, 2008 - October 17, 2008

CHARLES VISTA LLC

BD
CRD#: 132650
STATEN ISLAND, NY
Past

February 15, 2006 - July 25, 2006

GLOBALINK SECURITIES, INC.

BD
CRD#: 29721
PASADENA, CA
Past

June 13, 2005 - December 31, 2005

MARQUIS FINANCIAL SERVICES, INC.

BD
CRD#: 20733
TARZANA, CA
Past

July 23, 2002 - October 23, 2003

COASTAL FINANCIAL SECURITY, INCORPORATED

BD
CRD#: 15298
ORANGEBURG, NY
Past

February 7, 2002 - February 14, 2002

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
LITTLE SILVER, NJ
Past

June 18, 2001 - August 27, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

February 21, 2001 - March 16, 2001

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

July 5, 2000 - February 16, 2001

BERNARD, LEE & EDWARDS SECURITIES, INC

BD
CRD#: 24050
LEESBURG, FL

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/29/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GC
GOLDEN CAPITAL PARTNERS LLC
GOLDEN CAPITAL PARTNERS LLC

CRD#: 333794 / SEC#:

Florida
Registered Investment Advisory firm - (3/17/2025 Approved)
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Contact information


Main Address
Sunny Isles Beach, FL
Mailing Address
Phone number
(833) 215-5166
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


GOLDEN CAPITAL PARTNERS LLC

CRD#: 333794Sunny Isles Beach, FL

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