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SW

Sasha C. Wilcoxon

ARKONIS CAPITAL LLC
Woodbury, NY 11791
Some features on this profile are disabled
CRD#: 4114426
SW

Professional summary

Sasha Camillia Wilcoxon, CIMA® is a registered financial professional currently at ARKONIS CAPITAL LLC located in Woodbury, New York.

Sasha is registered as a RR (Registered Representative) and started their career in finance in 2000. Sasha has worked at 5 firms and has passed the Series 65, Series 63, Series 82TO, Series 52TO, Series 79TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

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.
06/26/2023 - LEVEL FOUR ADVISORY SERVICES, LLC - SEC REGISTERED INVESTEMENT ADVISOR. NON-PRODUCING INVESTMENT ADVISOR RESPRESENTATIVE, WORK TO PROVIDE CLIENT REFERRALS AND RECRUITING REFERRALS. HOME OFFICE IS LOCATED AT 12400 COIT ROAD, SUITE 700, DALLAS TX 75251. 05/31/2021 - KUPER SOTHEBY'S - REAL ESTATE, STARTED 5/31/2021, REAL ESTATE AGENT, DEVOTE 50 HOURS PER MONTH TO BUSINESS WITH 2 DURING TRADING HOURS. NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sasha Camillia Wilcoxon'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

August 5, 2020 - Present

ARKONIS CAPITAL LLC

Office #1: 7600 Jericho Turnpike, Suite 304, Woodbury, NY 11791
BD
CRD#: 147798
Woodbury, NY
Past

July 6, 2023 - December 31, 2024

LEVEL FOUR ADVISORY SERVICES

RIA
CRD#: 134086
Austin, TX
Past

July 6, 2023 - December 31, 2024

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
DALLAS, TX
Past

June 4, 2019 - April 27, 2023

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

June 1, 2000 - November 30, 2018

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/23/2022)
RR
New York
(8/5/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/31/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/25/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/31/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/4/2020
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/20/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ARKONIS CAPITAL LLC
ARKONIS CAPITAL LLC | SPREADZERO LLC | SPREAD ZERO, LLC

CRD#: 147798 / SEC#: , 8-67928

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
7600 Jericho Turnpike Suite 304, Woodbury, NY 11797
Mailing Address
7600 Jericho Turnpike Suite 304, Woodbury, NY 11797
Phone number
(917) 716-3542
Established
Delaware since 10/23/2007
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
AVRIO WORLDWIDE, PBCPARENT
BARTON, JEFFREY DANIELCHIEF COMPLIANCE OFFICER4696034
GEORGE, KENNETH RONALDCFO/FINOP2643369
MOLINARI, VINCENT ROBERTPRESIDENT1877970

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

ARKONIS CAPITAL LLC

CRD#: 147798Woodbury, NY 11791

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