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AV

Alexis Versandi-isaacs

GB CAPITAL MARKETS LLC
Washington, DC 20003
Some features on this profile are disabled
CRD#: 7566173
AV

Professional summary

Alexis Versandi-isaacs, who also goes by Lexi Versandi-isaacs, is a registered financial professional currently at GB CAPITAL MARKETS LLC located in Washington, District Of Columbia.

Alexis is registered as a RR (Registered Representative) and started their career in finance in 2022. Alexis has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lexi Versandi-Isaacs

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 Alexis Versandi-isaacs'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

June 22, 2023 - Present

GB CAPITAL MARKETS LLC

Office #1: 1011 North Carolina Ave Se, Washington, DC 20003
BD
CRD#: 25591
Washington, DC
Past

September 15, 2022 - June 26, 2023

OLD CITY SECURITIES LLC

BD
CRD#: 171910
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
California
(1/17/2025)
RR
Florida
(1/17/2025)
RR
Illinois
(1/17/2025)
RR
Massachusetts
(5/30/2025)
RR
New York
(6/22/2023)
RR
Texas
(1/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/19/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/16/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

GC
GB CAPITAL MARKETS LLC
CVF SECURITIES, INC. | GB CAPITAL MARKETS, INC. | GB CAPITAL MARKETS LLC

CRD#: 25591 / SEC#: , 8-41854

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

Main Address
1011 North Carolina Ave Se, Washington, DC 20003
Mailing Address
1011 North Carolina Ave Se, Washington, DC 20003
Phone number
(202) 550-5676
Established
Delaware since 10/12/1989
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GBFS HOLDINGS LLCOWNER/SHAREHOLDER
JONES, SHARONFINOP/PFO3124470
RATNER, JENNIFER YCEO/CCO4887584

Disclosures

Regulatory Event1

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

GB CAPITAL MARKETS LLC

CRD#: 25591Washington, DC 20003

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