AK
Alexia P. Kyriakoulis
BREX TREASURY LLC
SALT LAKE CITY, UT 84101-2380
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CRD#: 7260944
AK
Professional summary
Alexia Poly Kyriakoulis, who also goes by Alexa Poly Kyriakoulis, Alexa Kyriakoulis, Alexia Kyriakoulis, is a registered financial professional currently at BREX TREASURY LLC located in Salt Lake City, Utah.
Alexia is registered as a RR (Registered Representative) and started their career in finance in 2021. Alexia has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Alexa Poly Kyriakoulis | Alexa Kyriakoulis | Alexia Kyriakoulis
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.
Kelsey's Pizzeria The business is not investment related Cocoa Florida Restaurant Industry My position is cashier My relationship is employee and daughter of the owner The start date can be considered 03/2020 since that was when I started working and only stopped for a month when I first started with Bank of America in July. I devote about 20 hours per month to the other business. I do not work during securities trading hours. At the other business my duties include posting on social media, cashing customers out, taking orders, adding payroll hours, seating and serving tables.
CRS (Client Relationship Summary) - BD
Click below to view Alexia Poly Kyriakoulis'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®
NoneExperience
Current
May 16, 2023 - Present
BREX TREASURY LLC
Office #1: 650 South 500 West Suite 300, Salt Lake City, UT 84101-2380BD
CRD#: 299606
SALT LAKE CITY, UT
Past
November 12, 2021 - April 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ORLANDO, FL
Past
October 8, 2021 - April 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ORLANDO, FL
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
Alabama(1/31/2024)
RR
Alaska(1/31/2024)
RR
Arizona(1/31/2024)
RR
Arkansas(1/31/2024)
RR
California(1/31/2024)
RR
Colorado(1/31/2024)
RR
Connecticut(1/31/2024)
RR
Delaware(1/31/2024)
RR
District of Columbia(1/31/2024)
RR
Florida(5/16/2023)
RR
Georgia(1/31/2024)
RR
Hawaii(1/31/2024)
RR
Idaho(1/31/2024)
RR
Illinois(1/31/2024)
RR
Indiana(1/31/2024)
RR
Iowa(1/31/2024)
RR
Kansas(1/31/2024)
RR
Kentucky(1/31/2024)
RR
Louisiana(1/31/2024)
RR
Maine(1/31/2024)
RR
Maryland(1/31/2024)
RR
Massachusetts(1/31/2024)
RR
Michigan(1/31/2024)
RR
Minnesota(1/31/2024)
RR
Mississippi(1/31/2024)
RR
Missouri(1/31/2024)
RR
Montana(1/31/2024)
RR
Nebraska(1/31/2024)
RR
Nevada(1/31/2024)
RR
New Hampshire(1/31/2024)
RR
New Jersey(1/31/2024)
RR
New Mexico(1/31/2024)
RR
New York(1/31/2024)
RR
North Carolina(1/31/2024)
RR
North Dakota(1/31/2024)
RR
Ohio(1/31/2024)
RR
Oklahoma(1/31/2024)
RR
Oregon(1/31/2024)
RR
Pennsylvania(1/31/2024)
RR
Puerto Rico(1/31/2024)
RR
Rhode Island(1/31/2024)
RR
South Carolina(1/31/2024)
RR
South Dakota(1/31/2024)
RR
Tennessee(1/31/2024)
RR
Texas(1/31/2024)
RR
Utah(5/16/2023)
RR
Vermont(1/31/2024)
RR
Virginia(1/31/2024)
RR
Washington(1/31/2024)
RR
West Virginia(1/31/2024)
RR
Wisconsin(1/31/2024)
RR
Wyoming(1/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BT
BREX TREASURY LLC
BREX TREASURY LLC
CRD#: 299606 / SEC#: , 8-70251
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Mailing Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Phone number
(551) 284-3958
Established
Delaware since 11/01/2018
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BREX TREASURY LLC
CRD#: 299606Salt Lake City, UT 84101-2380TRUST BUT VERIFY
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