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SW

Sasha C. Wilcoxon

ARKONIS CAPITAL
Woodbury, NY 11791
CRD#: 4114426
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SW
Sasha Camillia WilcoxonARKONIS CAPITAL

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.

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) - 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®

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
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
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)


Documents


Direct owners and executive officers


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

Red Flags


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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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