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AT

Anne Tully

OAKPOINT SOLUTIONS
TAMPA, FL 33602
Some features on this profile are disabled
CRD#: 7268199
AT
Anne TullyOAKPOINT SOLUTIONS

Professional summary

Anne Tully, who also goes by Annie Tully, is a registered financial professional currently at OAKPOINT SOLUTIONS, LLC located in Tampa, Florida.

Anne is registered as a RR (Registered Representative) and started their career in finance in 2020. Anne has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

Aliases

Annie Tully

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 Anne Tully'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

August 13, 2026 - Present

OAKPOINT SOLUTIONS, LLC

Office #1: 100 South Ashley Drive Suite 1130, Tampa, FL 33602
BD
CRD#: 171775
TAMPA, FL
Past

January 8, 2026 - July 21, 2026

CF SECURED, LLC

BD
CRD#: 285841
New York, NY
Past

January 8, 2024 - July 21, 2026

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

July 13, 2020 - December 20, 2023

BTIG, LLC

BD
CRD#: 122225
New York, NY

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
Florida
(8/13/2026)
RR
Massachusetts
(8/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/31/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/27/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

OS
OAKPOINT SOLUTIONS, LLC
OAKPOINT SOLUTIONS, LLC

CRD#: 171775 / SEC#: , 8-69477

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

Main Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Mailing Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Phone number
(212) 588-6440
Established
Florida since 01/13/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CKT LLCMANAGING MEMBER
COUGHLIN, GERARD JAMESCEO1792909
DRUTAU, MAYA ARTEMOVNAPRINCIPAL FINANCIAL OFFICER4580500
DRUTAU, MAYA ARTEMOVNAFINOP4580500
MILLER, DANIEL WILLIAMCHIEF COMPLIANCE OFFICER5790837

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

OAKPOINT SOLUTIONS, LLC

CRD#: 171775Tampa, FL 33602

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