Nicholas J. Berquist
Professional summary
Nicholas James Berquist, who also goes by Nick Berquist, is a registered financial professional currently at HAMILTON GRANT LLC located in Calabasas, California.
Nicholas is registered as a RR (Registered Representative) and started their career in finance in 2022. Nicholas has worked at 1 firm and has passed the Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Nicholas James Berquist's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 14, 2022 - Present
HAMILTON GRANT LLC
Office #1: 26963 Alsace Drive, Calabasas, CA 91302State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 3/14/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
HAMILTON GRANT LLC
CRD#: 166180 / SEC#: , 8-69192
Contact information
FINRA licenses (12 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| XEEN, LLC | MEMBER | |
| KEBETS, VADIM | MEMBER | 6141170 |
| KOCHAVI, DORON | MEMBER | 1011155 |
| KUO, ANDREW C | MEMBER | 4415637 |
| LEE, BONNY SY | MEMBER | 2486522 |
| O'CONNELL, THOMAS MICHAEL | MEMBER | 2529442 |
| REA, WENDY AUSTIN | MEMBER | 724857 |
| VIKHLYAEV, ALEXANDER | MEMBER; MEMBER BOARD OF MANAGERS | 7278312 |
| BIZUB, DONALD MICHAEL | CEO | 1600090 |
| COLLETT, DAVID WENDALL | VP, CFO | 2352407 |
| KAISER, BRADLEY CLIFFORD | CCO | 2523397 |
| MORRIS, JOHN M | CHAIRMAN, BOARD OF MANAGERS | 1655987 |
Red Flags
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