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AH

Amanda P. Havriluk

XT CAPITAL PARTNERS
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 6144058
AH

Professional summary

Amanda Parks Havriluk is a registered financial professional currently at XT CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

Amanda is registered as a RR (Registered Representative) and started their career in finance in 2013. Amanda has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Amanda Parks Havriluk'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

December 17, 2015 - Present

XT CAPITAL PARTNERS, LLC

Office #1: 309 East Paces Ferry Rd Ne Suite 400, Atlanta, GA 30305
BD
CRD#: 118719
Atlanta, GA
Past

December 2, 2013 - July 22, 2014

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

October 25, 2013 - October 25, 2013

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
NEW YORK, NY
Past

January 29, 2013 - November 25, 2013

FIG PARTNERS, LLC

BD
CRD#: 41554
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(3/2/2020)
RR
New York
(12/17/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 4/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/28/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

XC
XT CAPITAL PARTNERS, LLC
XT CAPITAL PARTNERS | XT CAPITAL PARTNERS, LLC

CRD#: 118719 / SEC#: , 8-53683

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
223 High Meadow Road, Southport, CT 06890
Mailing Address
P.o. Box 551, Westport, CT 06880
Phone number
(212) 909-2680
Established
Delaware since 10/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 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#
COCHRAN, JULIE MICHELLEMANAGING PARTNER/CHIEF EXECUTIVE OFFICER4298567
MINARD, FRANK PELL LAWRENCEMANAGING PARTNER1251387
MINARD, MARION LYNNEMANAGING PARTNER/CHIEF COMPLIANCE OFFICER3023500
KAPPOTIS, ERNEST DOMENICFINOP4871251

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

XT CAPITAL PARTNERS, LLC

CRD#: 118719Atlanta, GA 30305

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