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CI

Cynthia A. Irimescu

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CRD#: 4241751
CI

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.

Cynthia Anne Irimescu, who also goes by Cindy Gagnier, Cynthia Anne Gagnier, Cindy Irimescu, was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 2000. Cynthia had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cindy Gagnier | Cynthia Anne Gagnier | Cindy Irimescu

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 15, 2018 - December 5, 2018

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Birmingham, MI
Past

February 24, 2016 - June 15, 2018

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
Birmingham, MI
Past

July 21, 2015 - February 12, 2016

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BIRMINGHAM, MI
Past

October 24, 2014 - June 25, 2015

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
TROY, MI
Past

October 7, 2013 - October 31, 2014

OSAIC FA, INC.

BD
CRD#: 3978
SOUTHFIELD, MI
Past

September 7, 2012 - September 13, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST PETERSBURG, FL
Past

March 3, 2004 - April 11, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
ST. PETERSBURG, FL
Past

March 3, 2004 - August 27, 2012

OSAIC FA, INC.

BD
CRD#: 3978
ST. PETERSBURG, FL
Past

April 16, 2001 - January 22, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 16, 2001 - January 22, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 11, 2000 - March 20, 2001

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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: 8/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
KINGSWOOD CAPITAL PARTNERS, LLC
CHALICE CAPITAL PARTNERS, LLC | KINGSWOOD INVESTMENTS | KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898 / SEC#: , 8-69967

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11440 W. Bernardo Ct. Suite 300, San Diego, CA 92127
Mailing Address
126 E 56th Suite 3l, New York, NY 10022
Phone number
(800) 535-6981
Established
Nevada since 10/26/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KINGSWOOD US, LLCMEMBER
ALSORAIMI, MOHAMEDCCO5319490
GOLDEN, JAIME GALIONEPRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS2946822
NESSIM, MICHAEL HASKELCEO2573543
PITKOFF, DAVID JONATHANCFO2822280
RAYEVSKIY, VALERIY PCOO5788810
ROMERO, MONIQUE VICTORIAFINOP6712654
WILDER, JEREMY MATHEWCHIEF LEGAL OFFICER7080690

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


KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

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