Louis Joseph Czerwinski

Current Employers

Employment History

• 10/2016 → 08/2019
  Voya Financial Advisors
  Wallingford, CT
• 07/2016 → 10/2016
  Unemployed
  Wallingford, CT
• 08/2019 → 11/2019
  Unemployed
  Wallingford, CT
• 11/2019 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 11/2019 → Present
  Pksa D/B/A Allegiant Wealth Management
  Wallingford, CT

Previous Registrations

• 2016-10-04 → 2019-09-04
  Voya Financial Advisors, Inc.
  Wallingford, CT
  Malden, MA
• 2015-05-05 → 2016-06-15
  Lpl Financial Llc
  Cheshire, CT
  Hamden, CT
  Cheshire, CT
  New Haven, CT
  Wallingford, CT
  Wallingford, CT
  Hamden, CT
  North Haven, CT
  Yalesville, CT
  Milford, CT
• 2014-09-29 → 2015-04-24
  Investacorp Advisory Services Inc
  New Canaan, CT

Other Businesses

1) PKSA D/B/A ALLEGIANT WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 61 NORTH PLAINS INDUSTRIAL RD, #314, WALLINGFORD, CT 06492. INVESTMENT ADVISORY. TITLE IS PRESIDENT/CEO. 174 HRS/MO - 174 DURING TRADING. DUTIES ARE INVESTMENT & PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, FEE BASED PLANNING. 2)FIXED BUSINESS. NOT INVESTMENT RELATED. LOCATED AT 151 ANDREWS STREET SOUTHINGTON CT 06489. INDEPENDENT INSURANCE AGENT. TITLE IS AGENT. STARTED 10/2016. 5 HRS/MO DEVOTED - 5 DURING TRADING. DUTIES ARE SALE OF FIXED INSURANCE. 3)PINNACLE PROPERTY GROUP, LLC. NOT INVESTMENT RELATED. 61 NORTH PLAINS INDUSTRIAL RD, #314, WALLINGFORD, CT 06492. REAL ESTATE. TITLE IS MEMBER. 04/2012. 2 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE OVERSEEING MANAGEMENT COMPANY. 4)LOUIS J. CZERWINSKI - TAX PREPARATION. NOT INVESTMENT RELATED. LOCATED AT 151 ANDREWS STREET SOUTHINGTON CT 06489. TAX PREP. TITLE IS TAX PREPARER. 12/2017. 5 HRS/MO DEVOTED - 2 DURING TRADING. DUTIES ARE TAX PREP. 5)TRAGER REZNITSKY INSURANCE. NOT INVESTMENT RELATED. 154 STATE STREET, #102, NORTH HAVEN, CT 06473. P&C INSURANCE. TITLE IS AGENT. STARTED 11/2016. 2 HRS/MO DEVOTED - 1 DURING TRADING. DUTIES ARE SALE OF PROPERTY & CASUALTY INSURANCE. 6)VITA/ICE. NOT INVESTMENT RELATED. ADDRESS VARIES BASED ON NEED. TAX PREPARATION. STARTED 01/2018. 12 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO VOLUNTEER TO DO TAX PREP FOR THE ELDERLY AND LOW INCOME PEOPLE IN THE COMMUNITY. 7) 147 Hall Ave LLC. Non-Investment Related. 4 Earl Ave, Suite 103, Hamden, CT 06514. Rental Property, Managing Member. Start 4/2021. 4hrs/mo, none during trading hours. Overseeing management of property.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-11
• S63 Uniform Securities Agent State Law Examination
  2011-09-01

Other Names

• Louis J Czewinski
• Lou Czerwinski
• Louis J Czerwinski