Anthony T. Tobias
Professional summary
Anthony Thomas Tobias JR, who also goes by Tony Tobias Jr, is a registered financial advisor currently at DESTRA CAPITAL ADVISORS LLC located in Frisco, Texas and DESTRA CAPITAL INVESTMENTS LLC located in Laguna Beach, California.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Anthony has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Thomas Tobias JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2023 - Present
DESTRA CAPITAL ADVISORS LLC
September 4, 2019 - Present
DESTRA CAPITAL INVESTMENTS LLC
July 1, 2004 - April 11, 2018
PROVASI CAPITAL PARTNERS LP
June 20, 2002 - June 23, 2004
AMEREST SECURITIES, INC.
May 8, 2002 - June 26, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
April 24, 2002 - June 26, 2002
IDS LIFE INSURANCE COMPANY
April 24, 2002 - June 26, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2019)
(9/4/2019)
(3/20/2023)
(9/4/2019)
(9/4/2019)
(9/4/2019)
(9/4/2019)
(5/15/2023)
Exams
FINRA
Current Firm
DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 414,203,276 |
Red Flags
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