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HT

Hasibul K. Talukdar

INTREPID PARTNERS
Houston, TX 77002
Some features on this profile are disabled
CRD#: 7426115
HT

Professional summary


Hasibul Kareem Talukdar, who also goes by Hasibul Talukdar, Misha Talukdar, is a registered financial professional currently at INTREPID PARTNERS, LLC located in Houston, Texas.

Hasibul is registered as a RR (Registered Representative) and started their career in finance in 2021. Hasibul 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


Hasibul Talukdar | Misha Talukdar

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 Hasibul Kareem Talukdar'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

July 27, 2022 - Present

INTREPID PARTNERS, LLC

Office #1: 1201 Louisiana Street Suite 600, Houston, TX 77002
BD
CRD#: 198516
Houston, TX
Past

October 8, 2021 - August 12, 2022

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
HOUSTON, TX

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
(7/27/2022)
RR
Colorado
(7/27/2022)
RR
Louisiana
(7/27/2022)
RR
New York
(7/27/2022)
RR
Oklahoma
(7/27/2022)
RR
Texas
(7/27/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 11/23/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/8/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IP
INTREPID PARTNERS, LLC
INTREPID PARTNERS, LLC

CRD#: 198516 / SEC#: , 8-69615

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


Main Address
712 Fifth Avenue 31st Floor, New York, NY, 10019
Mailing Address
712 Fifth Avenue 31st Floor, New York, NY, 10019
Phone number
(212) 388-5020
Established
Delaware since 02/19/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
INTREPID FINANCIAL PARTNERS, L.L.C.MANAGING MEMBER
CHUNG, MICHAELFINOP/CFO5739877
MCGEE, HUGH EDWARD IIICEO1782899
WINCHENBAUGH, CHRISTOPHER FRANCISPRESIDENT/CCO/COO2790899

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


INTREPID PARTNERS, LLC

CRD#: 198516Houston, TX 77002

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