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Eglantin Caushi

Some features on this profile are disabled
CRD#: 7431650
EC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eglantin Caushi was a registered financial professional .

Eglantin is a previously registered financial professional and started their career in finance in 2021. Eglantin had worked at 3 firms and has passed the Series 66, Series 7TO 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.
1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Salesman NATURE: Insurance Salesman? Include activities such as:1. Developing a plan to acquire clients and setting appointment.2. Help client to determine how much insurance coverage they need through an insurance need analysis.3. Gather their information and apply for insurance coverage through an underwriting process.4. After insurance company completes underwriting, client receives an insurance quote.5. Finally, If clients accept the quote, Insurance producer completes the sale of insurance where clients pay and they receive insurance policy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/09/2023 ADDRESS: 29 Concord Rd, Apt A, West Milford NJ 07480, United States DESCRIPTION: Insurance Salesman? activities such as:1. Developing a plan to acquire clients and setting appointment. 2. Help client to determine how much insurance coverage they need through an insurance need analysis.3. Gather their information and apply for insurance coverage through an underwriting process.4. After insurance company completes underwriting, client receives an insurance quote.5. Finally, If clients accept the quote, Insurance producer completes the sale of insurance where clients pay and they receive insurance policy. 2) FEDERAL HEALTH INSURANCE MARKETPLACE POSITION: Insurance agent NATURE: Insurance Agent for Healthcare.gov is a sale position whereby I will be helping individuals to get health care coverage through Federal MarketPlace.? INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/10/2023 ADDRESS: 29 Concord Rd, Apt A, West Milford NJ 07480, United States DESCRIPTION: Detailed activities include:1. Developing a plan to acquire clients and setting appointment.2. Help client to determine how much health insurance coverage they need through a health insurance need analysis.3. Gather their information and help them to buy health insurance coverage through Federal marketplace.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 3, 2023 - November 22, 2023

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
West Milford, NJ
Past

January 3, 2023 - May 29, 2024

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
West Milford, NJ
Past

October 19, 2021 - December 6, 2022

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MORRISTOWN, NJ
Past

September 24, 2021 - December 6, 2022

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MORRISTOWN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/23/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2020
Securities Industry Essentials Examination

Current Firm

AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

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Contact information

Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)
AAS ADV PART 2A APPENDIX WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts140,306
AUM (Assets Under Management)$ 46,109,939,749

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024
Cover Page
Report
11/28/2023
Cover Page
Report
12/16/2022
Cover Page
Report

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

AVANTAX ADVISORY SERVICES

CRD#: 104556

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