AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

Joshua Constantin

Some features on this profile are disabled
CRD#: 3221893
JC

Professional summary


Joshua Constantin was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joshua is a previously registered financial professional and started their career in finance in 1999. Prior to being barred, Joshua had worked at 7 firms, which includes WINDHAM SECURITIES INC., J.P. TURNER & COMPANY L.L.C., GILFORD SECURITIES INCORPORATED, KIMBERLY SECURITIES INC., GURU INVESTMENT SERVICES LTD., GLENN MICHAEL FINANCIAL INC., W.A. CAPITAL MARKETS.

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)


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

December 6, 2004 - April 9, 2009

WINDHAM SECURITIES, INC.

BD
CRD#: 20529
HUNTINGTON, NY
Past

July 1, 2002 - October 29, 2003

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

December 21, 2001 - July 17, 2002

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

July 30, 2001 - December 17, 2001

KIMBERLY SECURITIES, INC.

BD
CRD#: 19241
HUNTINGTON, NY
Past

March 22, 2001 - July 10, 2001

GURU INVESTMENT SERVICES, LTD.

BD
CRD#: 104372
HAUPPAUGE, NY
Past

September 10, 1999 - April 20, 2001

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

August 14, 1999 - August 31, 1999

W.A. CAPITAL MARKETS

BD
CRD#: 6292
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: 9/21/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WINDHAM SECURITIES, INC.
OAKMONT EQUITIES, INC. | WINDHAM SECURITIES, INC.

CRD#: 20529 / SEC#: , 8-38311

BD
Cancelled by SEC on 10/14/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/17/1987
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CONSTANTIN RESOURCES GROUP, INC.HOLDING CORPORATION
CONSTANTIN, JOSHUACEO/PRESIDENT/CCO3221893
GENDRON, KAREN MARIEFINOP1503330

Disclosures


Regulatory Event5
Civil 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


WINDHAM SECURITIES, INC.

CRD#: 20529

TRUST BUT VERIFY

Monitor Joshua Constantin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics