Andrew Kovalev
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.
Andrew Kovalev was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2009. Andrew had worked at 3 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 24, 2013 - April 24, 2017
MOTIF
May 5, 2011 - July 30, 2012
COASTAL TRADE SECURITIES, LLC
April 20, 2009 - November 16, 2009
FIS BROKERAGE & SECURITIES SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 7/1/2009
Limited Representative-Equity Trader ExamCurrent Firm
MOTIF
CRD#: 155731 / SEC#: , 8-68736
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FOUNDATION CAPITAL VI LP | OWNER | |
| IGNITION VENTURE PARTNERS IV, L.P. | OWNER | |
| MOTIF INVESTING, INC.(FORMERLY FUNDDNA, INC.) EQUITY INCENTIVE PLAN | OWNER | |
| NORWEST VENTURE PARTNERS XI L.P. | OWNER | |
| RENREN LIANHE HOLDINGS | OWNER | |
| ALVAREZ, ENRIQUE | FINOP | 4622342 |
| BALDERTON CAPITAL | OWNER | 160323 |
| CUADRADO, EMMA YVETTE | TRUSTEE | 6387480 |
| DANIEL V. TIERNEY 2011 TRUST | OWNER | |
| FLYNN, JOHN R | TRUSTEE | 6362712 |
| HILALY, TARIQ ALI | OWNER | |
| IGNITION MANAGING DIRECTORS FUND IV, LLC | OWNER | |
| SALVADOR, ROBERT JOSEPH | CEO, CCO / EXECUTIVE REPRESENTATIVE | 1947923 |
Disclosures
| Arbitration | 1 |
Red Flags
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