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LP

Leonid Polyakov

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CRD#: 4189601
LP

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.

Leonid Polyakov was a registered financial professional .

Leonid is a previously registered financial professional and started their career in finance in 2000. Leonid had worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 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.
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

February 28, 2001 - September 17, 2024

KINETICS FUNDS DISTRIBUTOR LLC

BD
CRD#: 780
NEW YORK, NY
Past

December 20, 2000 - September 16, 2009

KBD SECURITIES, LLC

BD
CRD#: 104110
ELMSFORD, 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
IAR
Series 65
Date: 10/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2000
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 10/3/2000
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


KF
KINETICS FUNDS DISTRIBUTOR LLC
KINETICS FUNDS DISTRIBUTOR LLC | SOUTHWEST FINANCIAL PLANNING INSTITUTE, INC. | KINETICS FUNDS DISTRIBUTOR, INC.

CRD#: 780 / SEC#: , 8-13923

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
470 Park Avenue South 8th Floor, New York, NY 10016
Mailing Address
470 Park Avenue South 8th Floor, New York, NY 10016
Phone number
(646) 495-7333
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HORIZON KINETICS, LLCPARENT COMPANY
BELL, CHRISTOPHER DUNCANCEO, CFO, DESIGNATED PRINCIPAL, FINOP1479836
DOYLE, JAMES GANNONCHIEF COMPLIANCE OFFICER & DESIGNATED PRINCIPAL4189586
KESSLEN, JAY HARRISGENERAL COUNSEL, SVP, AML OFFICER4335392

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


KINETICS FUNDS DISTRIBUTOR LLC

CRD#: 780

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