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Thomas J. Parkins

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CRD#: 356864
TP

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.

Thomas Joseph Parkins, who also goes by Thomas Joseph Pinczkowski, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1968. Thomas had worked at 17 firms and has passed the Series 66, Series 63, Series 31, Series 5, Series 1, Series 40, Series 4 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Joseph Pinczkowski

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

June 25, 2014 - March 17, 2016

CERTITUDE ADVISORS, LLC

RIA
CRD#: 171228
NORTHFIELD, IL
Past

August 2, 2011 - July 26, 2013

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
KANSAS CITY, MO
Past

August 2, 2011 - July 26, 2013

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
KANSAS CITY, MO
Past

August 25, 2010 - June 6, 2011

SPYGLASS SECURITIES, LLC

BD
CRD#: 149881
ARLINGTON HEIGHTS, IL
Past

September 15, 2009 - July 19, 2010

CHICAGO INVESTMENT GROUP ADVISORS, LLC

RIA
CRD#: 148188
CHICAGO, IL
Past

April 6, 2009 - September 4, 2009

CHICAGO INVESTMENT GROUP, LLC

RIA
CRD#: 11853
CHICAGO, IL
Past

April 6, 2009 - July 19, 2010

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

August 12, 2006 - April 21, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

August 12, 2006 - April 21, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 12, 2004 - August 12, 2006

PIPER SANDLER & CO.

RIA
CRD#: 665
CHICAGO, IL
Past

February 20, 2002 - August 12, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
CHICAGO, IL
Past

October 13, 2000 - October 11, 2001

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 1, 1998 - October 30, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

April 7, 1995 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

July 19, 1988 - April 11, 1995

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

August 27, 1984 - July 21, 1988

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

May 3, 1982 - August 20, 1984

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

November 15, 1978 - May 14, 1982

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

August 6, 1974 - December 14, 1978

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 18, 1973 - August 15, 1974

WOOD STRUTHERS & WINTHROP INC

BD
CRD#: 1000003
Past

May 17, 1968 - May 23, 1973

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 719

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
IAR
Series 66
Date: 7/9/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/24/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 5
Date: 1/11/1984
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 5/15/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 5/8/1978
Registered Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 7/1/1974
NYSE Branch Manager Examination

Current Firm


CA
CERTITUDE ADVISORS, LLC
CERTITUDE ADVISORS, LLC | PARKINS, THOMAS JOSEPH | EFS WEALTH MANAGEMENT

CRD#: 171228 / SEC#: 801-79644

RIA
Registered Investment Advisory firm - (10/5/2017 Terminated)
Illinois
Registered Investment Advisory firm - (2/23/2017 Approved)
Tennessee
Registered Investment Advisory firm - (7/3/2024 Approved)
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Contact information


Main Address
One Northfield Plaza Suite 300, Northfield, IL 60093
Mailing Address
Phone number
(847) 441-2970
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts174
AUM (Assets Under Management)$ 80,175,689

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


CERTITUDE ADVISORS, LLC

CRD#: 171228

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