Eugene Shpikaloff
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.
Eugene Shpikaloff, who also goes by Jevgenijus Spikalovas, was a registered financial professional .
Eugene is a previously registered financial professional and started their career in finance in 2015. Eugene had worked at 4 firms and has passed the Series 66, Series 7TO, SIE 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 16, 2020 - November 9, 2021
CAMPBELL WEALTH MANAGEMENT, INC.
October 21, 2019 - November 9, 2021
MADISON AVENUE SECURITIES, LLC
February 23, 2018 - March 12, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
April 29, 2015 - February 26, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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 7TO
Date: 3/22/2024
General Securities Representative ExaminationCurrent Firm
CAMPBELL WEALTH MANAGEMENT, INC.
CRD#: 152956 / SEC#: 801-71121
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,921 |
| AUM (Assets Under Management) | $ 1,004,912,030 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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