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KS

Karin A. Sheehy

CAVU SECURITIES LLC
New York, NY 10017
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CRD#: 855035
KS

Professional summary


Karin Ann Sheehy, who also goes by Karin Ann Holizna, Karin Holizna, Karin Ann Orefice, is a registered financial professional currently at CAVU SECURITIES LLC located in New York, New York.

Karin is registered as a RR (Registered Representative) and started their career in finance in 1990. Karin has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 3, Series 7, Series 24, Series 4 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karin Ann Holizna | Karin Holizna | Karin Ann Orefice

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.
Brentview Investment Management LLC; Investment Adviser; 525 W Monroe St #2360, Chicago, IL 60661; Activity: Sales of Separately Managed Accounts; Position & Title: Representative; Started; 10/15/2021; 10 hours average work month; zero hours dedicated during trading hours; duties are to promote the firms separately managed accounts

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Karin Ann Sheehy'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

April 15, 2013 - Present

CAVU SECURITIES LLC

Office #1: 777 Third Avenue Suite 2102, New York, NY 10017
BD
CRD#: 6906
New York, NY
Past

October 15, 2021 - May 11, 2023

BRENTVIEW INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 300409
CLEVELAND, OH
Past

September 6, 2011 - October 12, 2012

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

September 13, 2010 - May 4, 2011

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

October 14, 2005 - August 31, 2010

LIGHTSTONE SECURITIES, LLC

BD
CRD#: 132596
MAHWAH, NJ
Past

July 17, 2003 - December 4, 2003

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

June 13, 2002 - March 11, 2003

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

November 9, 2001 - April 12, 2002

PRIME EXECUTIONS, INC.

BD
CRD#: 32889
NEW YORK, NY
Past

April 21, 1999 - November 22, 1999

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

November 21, 1996 - May 6, 1999

PITTSBURG INSTITUTIONAL INC.

BD
CRD#: 36754
GREAT NECK, NY
Past

September 7, 1991 - November 29, 1993

ADLER COLEMAN & CO., INC.

BD
CRD#: 16104
NEW YORK, NY
Past

July 9, 1990 - December 8, 1990

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, 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
Alabama
(4/1/2019)
RR
Alaska
(1/19/2022)
RR
Arizona
(4/1/2019)
RR
Arkansas
(1/19/2022)
RR
California
(4/2/2019)
RR
Colorado
(1/18/2022)
RR
Connecticut
(4/1/2019)
RR
Delaware
(4/3/2019)
RR
District of Columbia
(4/1/2019)
RR
Florida
(8/8/2013)
RR
Georgia
(7/11/2019)
RR
Hawaii
(12/11/2020)
RR
Idaho
(11/6/2020)
RR
Illinois
(5/16/2019)
RR
Indiana
(10/25/2021)
RR
Iowa
(11/12/2020)
RR
Kansas
(10/18/2021)
RR
Kentucky
(5/22/2019)
RR
Louisiana
(4/2/2019)
RR
Maine
(1/14/2022)
RR
Maryland
(4/8/2019)
RR
Massachusetts
(4/6/2022)
RR
Michigan
(12/10/2020)
RR
Minnesota
(1/13/2022)
RR
Mississippi
(11/18/2019)
RR
Missouri
(5/20/2019)
RR
Nebraska
(10/20/2021)
RR
Nevada
(4/9/2019)
RR
New Hampshire
(4/2/2019)
RR
New Jersey
(8/8/2013)
RR
New Mexico
(1/13/2022)
RR
New York
(4/15/2013)
RR
North Carolina
(8/8/2013)
RR
North Dakota
(10/19/2021)
RR
Ohio
(3/18/2019)
RR
Oklahoma
(11/9/2020)
RR
Pennsylvania
(8/8/2013)
RR
Rhode Island
(4/4/2019)
RR
South Carolina
(4/2/2019)
RR
South Dakota
(11/19/2020)
RR
Texas
(4/1/2019)
RR
Utah
(4/4/2019)
RR
Vermont
(11/6/2020)
RR
Virginia
(4/2/2019)
RR
Washington
(1/13/2022)
RR
West Virginia
(11/9/2020)
RR
Wisconsin
(4/1/2019)
RR
Wyoming
(10/20/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/7/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/11/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 11/25/1997
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 8/20/1994
NYSE Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CAVU SECURITIES LLC
CAVU SECURITIES LLC | POINT CAPITAL MARKETS, LLC | POINT CAPITAL MARKETS, INC. | JOHN M. CUNNINGHAM INC. | JOHN M, CUNNINGHAM, INC

CRD#: 6906 / SEC#: , 8-18428

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


Main Address
777 Third Avenue Suite 2102, New York, NY 10017
Mailing Address
777 Third Avenue Suite 2102, New York, NY 10017
Phone number
(212) 916-3840
Established
Delaware since 08/02/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
GPAR HOLDINGS I, LLCSHAREHOLDER
FLORIDA CAVU, LLCSHAREHOLDER
LOHWATER, KARL WILLEMFINANCIAL AND OPERATIONS PRINCIPAL2684561
MEDINA, NICOLAS ETTORECHIEF COMPLIANCE OFFICER2413385
PARSONS, GREGORY ALLENPRESIDENT, CEO,3148868

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


CAVU SECURITIES LLC

CRD#: 6906New York, NY 10017

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