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Kristina Bach

BERKSHIRE GLOBAL ADVISORS LP
NEW YORK, NY
·CRD# 4281682·9 years experience

Professional Summary

Kristina Bach, who also goes by Kristina Nmn Bach, Kristina Gillan, Kristina Gillan, is a registered financial advisor currently at BERKSHIRE GLOBAL ADVISORS LP located in New York, New York and STAR MOUNTAIN ADVISORS, LLC located in New York, New York. Kristina is registered as a RR (Registered Representative) and started their career in finance in 2000. Kristina has worked at 19 firms and has passed the Series 28 exam.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kristina Nmn Bach, Kristina Gillan, Kristina Gillan

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

BERKSHIRE GLOBAL ADVISORS LP·CRD# 124180
BD
527 Madison Avenue 3rd Floor, New York, NY 10022
February 14, 2022 - Present
STAR MOUNTAIN ADVISORS, LLC·CRD# 153505
BD
2 Grand Central Tower 140 East 45th Street 30th Floor, Suite 30a, New York, NY, 10017
April 13, 2022 - Present
WESTCAP MARKETS, LLC·CRD# 318970
BD
25 Church Road, Rye Beach, NH 03871
September 27, 2023 - Present
GORDIAN GROUP, LLC·CRD# 24034
BD
126 East 56th Street 14th Fl., New York, NY 10022
November 6, 2023 - Present
MCDONNAUGH SECURITIES LLC·CRD# 290233
BD
2425 Grand Ave., Baldwin, NY 11510
December 12, 2024 - Present
RETOKENS CAPITAL LLC·CRD# 333160
BD
3103 N. Pines Road, Spokane Valley, WA 99216
March 13, 2026 - Present
BHARGAVA CAPITAL·CRD# 131817
BD
Franklin Lakes, NJ
October 29, 2004 - May 11, 2005
HUNTHILL CAPITAL, LLC·CRD# 130604
BD
New York, NY
August 6, 2004 - June 2, 2005
NEW HARBOR CAPITAL INC·CRD# 35748
BD
New York, NY
November 7, 2003 - December 5, 2005
SKANDIA SECURITIES AMERICAS, INC.·CRD# 126822
BD
Boston, MA
October 15, 2003 - August 24, 2004
APB FINANCIAL GROUP, LLC·CRD# 38235
BD
New York, NY
February 24, 2003 - February 14, 2005
PORTALES PARTNERS, LLC·CRD# 112311
BD
New York, NY
July 1, 2002 - July 20, 2005
HAMILTON CAVANAUGH & ASSOCIATES, INC.·CRD# 35972
BD
North White Plains, NY
March 14, 2002 - November 22, 2005
TIME EQUITIES SECURITIES LLC·CRD# 114422
BD
New York, NY
October 18, 2001 - January 14, 2003
TAYLOR FINANCIAL SERVICES, LLC·CRD# 111901
BD
Washington, DC
October 2, 2001 - April 19, 2005
BARINGTON CAPITAL GROUP, L.P.·CRD# 29383
BD
New York, NY
May 15, 2001 - November 27, 2001
LYSTER WATSON SECURITIES, INC.·CRD# 30210
BD
New York City, NY
April 20, 2001 - April 1, 2005
GRAYSON, BURGER & CO.·CRD# 6047
BD
Greenwich, CT
March 21, 2001 - December 8, 2005
GRIFFIN SECURITIES, INC.·CRD# 43229
BD
New York, NY
December 11, 2000 - November 14, 2002

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Current Firm

RC
RETOKENS CAPITAL LLC

RETOKENS CAPITAL LLC

CRD#: 333160 / SEC#: 8-71290
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

3103 N. Pines Road, Spokane Valley, WA 99216

Mailing Address

3103 N. Pines Road, Spokane Valley, WA 99216

Phone Number

(206) 208-8319

Established

Delaware since 06/18/2024

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RETOKENS FINANCIAL GROUP LLCOWNER—
CHRISTOFILIS, CHARLES ANTHONYCHIEF COMPLIANCE OFFICER1518196
RANKEL, WILLIAM EDWINFINANCIAL OPERATIONS PRINCIPAL2074785
VINSON, TYLERCHIEF EXECUTIVE OFFICER8105699

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Feb 2022About the Series 28 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kristina Bach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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