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HK

Hunter R. Kacsur

STAX CAPITAL
San Diego, CA 92121
Some features on this profile are disabled
CRD#: 7961993
HK

Professional summary

Hunter Richard Jordan Kacsur is a registered financial professional currently at STAX CAPITAL located in San Diego, California.

Hunter is registered as a RR (Registered Representative) and started their career in finance in 2024. Hunter has worked at 1 firm and has passed the Series 63, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Hunter Richard Jordan Kacsur'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

October 14, 2024 - Present

STAX CAPITAL

Office #1: 10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121Office #2: 10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
BD
CRD#: 300607
San Diego, CA

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
Series 63
Date: 11/23/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/25/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STAX CAPITAL
STAX CAPITAL | STAX CAPITAL, LLC | STAX CAPITAL, INC.

CRD#: 300607 / SEC#: , 8-70311

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

Main Address
10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
Mailing Address
10525 Vista Sorrento Parkway Suite 220, San Diego, CA 92121
Phone number
(858) 229-8368
Established
California since 01/28/2019
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 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#
STAX CAPITAL HOLDINGS, LLCPARENT/SOLE SHAREHOLDER
CAMPBELL, ROBERT NMNFINOP / CFO / PFO / POO1349154
FINLEY, JASON SCCO6602034
MORIMOTO, STACEY JIMPRESIDENT4420782

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

STAX CAPITAL

CRD#: 300607San Diego, CA 92121

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