AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KB

Kristina Bach

BERKSHIRE GLOBAL ADVISORS LP
New York, NY 10022
Some features on this profile are disabled
CRD#: 4281682
KB

Professional summary

Kristina Bach, who also goes by Kristina Nmn Bach, Kristina Gillan, Kristina Gillan, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristina Nmn Bach | Kristina Gillan | Kristina Gillan

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 Kristina Bach's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 14, 2022 - Present

BERKSHIRE GLOBAL ADVISORS LP

Office #1: 527 Madison Avenue 3rd Floor, New York, NY 10022
BD
CRD#: 124180
New York, NY
Current

April 13, 2022 - Present

STAR MOUNTAIN ADVISORS, LLC

Office #1: 2 Grand Central Tower 140 East 45th Street 30th Floor, Suite 30a, New York, NY, 10017
BD
CRD#: 153505
NEW YORK, NY
Current

September 27, 2023 - Present

WESTCAP MARKETS, LLC

Office #1: 25 Church Road, Rye Beach, NH 03871
BD
CRD#: 318970
Rye Beach, NH
Current

November 6, 2023 - Present

GORDIAN GROUP, LLC

Office #1: 126 East 56th Street 14th Fl., New York, NY 10022
BD
CRD#: 24034
NEW YORK, NY
Current

December 12, 2024 - Present

MCDONNAUGH SECURITIES LLC

Office #1: 2425 Grand Ave., Baldwin, NY 11510
BD
CRD#: 290233
Baldwin, NY
Current

March 13, 2026 - Present

RETOKENS CAPITAL LLC

Office #1: 3103 N. Pines Road, Spokane Valley, WA 99216
BD
CRD#: 333160
SPOKANE VALLEY, WA
Past

October 29, 2004 - May 11, 2005

BHARGAVA CAPITAL

BD
CRD#: 131817
FRANKLIN LAKES, NJ
Past

August 6, 2004 - June 2, 2005

HUNTHILL CAPITAL, LLC

BD
CRD#: 130604
NEW YORK, NY
Past

November 7, 2003 - December 5, 2005

NEW HARBOR CAPITAL INC

BD
CRD#: 35748
NEW YORK, NY
Past

October 15, 2003 - August 24, 2004

SKANDIA SECURITIES AMERICAS, INC.

BD
CRD#: 126822
BOSTON, MA
Past

February 24, 2003 - February 14, 2005

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

July 1, 2002 - July 20, 2005

PORTALES PARTNERS, LLC

BD
CRD#: 112311
NEW YORK, NY
Past

March 14, 2002 - November 22, 2005

HAMILTON CAVANAUGH & ASSOCIATES, INC.

BD
CRD#: 35972
NORTH WHITE PLAINS, NY
Past

October 18, 2001 - January 14, 2003

TIME EQUITIES SECURITIES LLC

BD
CRD#: 114422
NEW YORK, NY
Past

October 2, 2001 - April 19, 2005

TAYLOR FINANCIAL SERVICES, LLC

BD
CRD#: 111901
WASHINGTON, DC
Past

May 15, 2001 - November 27, 2001

BARINGTON CAPITAL GROUP, L.P.

BD
CRD#: 29383
NEW YORK, NY
Past

April 20, 2001 - April 1, 2005

LYSTER WATSON SECURITIES, INC.

BD
CRD#: 30210
NEW YORK CITY, NY
Past

March 21, 2001 - December 8, 2005

GRAYSON, BURGER & CO.

BD
CRD#: 6047
GREENWICH, CT
Past

December 11, 2000 - November 14, 2002

GRIFFIN SECURITIES, INC.

BD
CRD#: 43229
NEW YORK, 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

Principal/Supervisory Exam
RR
Series 28
Date: 2/14/2022
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm

RC
RETOKENS CAPITAL LLC
RETOKENS CAPITAL LLC

CRD#: 333160 / SEC#: , 8-71290

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
# of Employees

FINRA licenses (52 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#
RETOKENS FINANCIAL GROUP LLCOWNER
CHRISTOFILIS, CHARLES ANTHONYCHIEF COMPLIANCE OFFICER1518196
DA SILVA, ALINEPFO/POO6082324
ERHART, CHARLES MATTHEWCHIEF EXECUTIVE OFFICER6762159

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

RETOKENS CAPITAL LLC

CRD#: 333160New York, NY 10022

TRUST BUT VERIFY

Monitor Kristina Bach

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
RIDGEWOOD, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.