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Felitsa Kapsas

Fft Wealth Management

Philadelphia, PA

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Current Employers
Fft Wealth Management

Two Liberty Place Floor 34, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-04-24
  • PA RA
    APPROVED
    Since 2014-04-24

Branch Locations

Two Liberty Place Floor 34, Philadelphia, PA 19102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lgl Partners Conshohocken PA 12/2010 Present
Cv Brokerage Inc West Conshohocken PA 11/2012 Present
Fft Wealth Management Llc West Conshohocken PA 07/2011 Present
  • 12/2010 → Present
    Lgl Partners
    Conshohocken, PA
  • 11/2012 → Present
    Cv Brokerage Inc
    West Conshohocken, PA
  • 07/2011 → Present
    Fft Wealth Management Llc
    West Conshohocken, PA
Previous Registrations
  • 2012-11-16 → 2014-09-05
    Lgl Partners, Llc
    West Conshohocken, PA
  • 2009-06-01 → 2010-11-18
    Morgan Stanley
    Boca Raton, FL
  • 2009-05-05 → 2009-06-01
    Morgan Stanley & Co. Llc
    Boca Raton, FL
Other Businesses

LGL PARTNERS, LLC; SERVICES CLIENT ACCOUNTS; PART ITME DURING NON TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-28
  • S66 Uniform Combined State Law Examination
    2009-04-28
Other Names
  • Felicia Kapsas
  • Felitsa Kapsas
  • Philitsa Kapsas
  • Felicia Kapsas

View on SEC IAPD

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