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Leonidas Kopulos

AMERICAN TRUST INVESTMENT SERVICES
SAN CLEMENTE, CA 92672
Some features on this profile are disabled
CRD#: 712338
LK

Professional summary

Leonidas Kopulos, who also goes by Leonidas Gianakopulos, Lee Kopulos, is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in San Clemente, California.

Leonidas is registered as a RR (Registered Representative) and started their career in finance in 1980. Leonidas has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Leonidas Gianakopulos | Lee Kopulos

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 Leonidas Kopulos'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

March 14, 2012 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 910 S El Camino Real Suite 200, San Clemente, CA 92672
BD
CRD#: 3001
SAN CLEMENTE, CA
Past

March 13, 2006 - April 5, 2012

BIRKELBACH INVESTMENT SECURITIES, INC.

BD
CRD#: 11490
CHICAGO, IL
Past

April 29, 2002 - March 28, 2006

RYAN BECK & CO.

BD
CRD#: 3248
CHICAGO, IL
Past

July 20, 2001 - May 20, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 16, 1998 - June 29, 2001

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

May 11, 1998 - September 25, 1999

RONEY & CO.

BD
CRD#: 45091
DETROIT, MI
Past

November 9, 1994 - May 11, 1998

RONEY & CO. L.L.C.

BD
CRD#: 900
Past

October 3, 1994 - May 11, 1998

RONEY & CO. L.L.C.

BD
CRD#: 900
DETROIT, MI
Past

September 4, 1990 - August 23, 1994

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 15, 1982 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

July 24, 1980 - June 16, 1987

ELDON-EMMOR & CO., INC.

BD
CRD#: 1732

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
Illinois
(1/9/2020)
RR
Indiana
(1/10/2020)
RR
Michigan
(1/9/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/14/1980
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: 7/19/1980
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

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

Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures

Regulatory Event5
Arbitration1

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

AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001San Clemente, CA 92672

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