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Leo H. Kulla

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CRD#: 3266923
LK

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.

Leo Halil Kulla, who also goes by Halil Kulla, Leo Kulla, was a registered financial professional .

Leo is a previously registered financial professional and started their career in finance in 1999. Leo had worked at 8 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


Halil Kulla | Leo Kulla

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

August 5, 2010 - September 21, 2012

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
STATEN ISLAND, NY
Past

July 18, 2008 - September 22, 2008

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
NEW YORK, NY
Past

February 28, 2006 - August 16, 2006

TAFFERER TRADING, LLC

BD
CRD#: 36816
NEW YORK, NY
Past

April 9, 2004 - February 28, 2006

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
STATENS ISLAND, NY
Past

November 1, 2001 - February 21, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 1, 2001 - February 21, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 3, 2000 - May 22, 2001

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

January 31, 2000 - April 24, 2000

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

October 20, 1999 - November 19, 1999

DRAKE & COMPANY, INC.

BD
CRD#: 16227
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: 10/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/30/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JC
JHS CAPITAL ADVISORS, LLC
JHS CAPITAL ADVISORS, INC. | POINTE CAPITAL, LLC | POINTE CAPITAL, L.L.C. | POINTE CAPITAL, INC. | POINTE CAPITAL SECURITIES, L.L.C. | JHS CAPITAL ADVISORS, LLC

CRD#: 112097 / SEC#: 801-71238, 8-53232

BD
Terminated by SEC on 10/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/30/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

JHS CAPITAL PART 2A (3/23/2015)

Direct owners and executive officers


NamePositionCRD#
JHS CAPITAL HOLDINGS, LLCOWNER
BENDERT, SCOTT JAMESCHIEF EXECUTIVE OFFICER5602806
CARTER, ANA ROUMENOVACFO/FINOP4424794
DUIS, DEBORA JEANNEDIRECTOR OF BRANCH SUPERVISION AND TRAINING2390411
TURNER, WILLIAM RINTERIM CHIEF COMPLIANCE OFFICER859497

Disclosures


Regulatory Event6
Arbitration2

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


JHS CAPITAL ADVISORS, LLC

CRD#: 112097

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