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OI

Okan Inaltay

COMCAP HOLDINGS LLC
SAN JUAN, PR 00909
Some features on this profile are disabled
CRD#: 6300159
OI

Professional summary


Okan Inaltay is a registered financial professional currently at COMCAP HOLDINGS LLC located in San Juan, .

Okan is registered as a RR (Registered Representative) and started their career in finance in 2020. Okan has worked at 2 firms and has passed the Series 63, Series 79TO and SIE 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 Okan Inaltay's 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

August 16, 2024 - Present

COMCAP HOLDINGS LLC

Office #1: 1666 Ave Ponce De Leon, San Juan, PR 00909
BD
CRD#: 283514
SAN JUAN, PR
Past

June 9, 2020 - June 20, 2024

GP BULLHOUND INC.

BD
CRD#: 147794
SAN FRANCISCO, CA

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
California
(5/5/2025)
RR
Puerto Rico
(8/16/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/9/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CH
COMCAP HOLDINGS LLC
COMCAP HOLDINGS LLC | COMCAP LLC

CRD#: 283514 / SEC#: , 8-69759

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


Main Address
1666 Ave Ponce De Leon, San Juan, PR 00909
Mailing Address
11816 Inwood Rd Pmb 7024, Dallas, TX 75244
Phone number
(415) 235-8270
Established
Puerto Rico since 04/06/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
BOHLIG, ARON MATTHEWPRESIDENT/CEO/CCO/MANAGING MEMBER4583221
JUILIANO, COLLEEN JANEFINOP4818898

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


COMCAP HOLDINGS LLC

CRD#: 283514San Juan, PR 00909

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