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Current Employers
Capital Markets Iq, Llc

Arlington, TX • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-08-03
SC RA APPROVED 2022-12-08
LA RA APPROVED 2022-01-28
TX RA APPROVED_RES 2022-01-10
CA RA APPROVED 2018-12-05
FL RA APPROVED 2017-09-22
  • NC RA
    APPROVED
    Since 2023-08-03
  • SC RA
    APPROVED
    Since 2022-12-08
  • LA RA
    APPROVED
    Since 2022-01-28
  • TX RA
    APPROVED_RES
    Since 2022-01-10
  • CA RA
    APPROVED
    Since 2018-12-05
  • FL RA
    APPROVED
    Since 2017-09-22

Branch Locations

5308 Central Avenue, St. Petersburg, FL 33707 • United States

Arlington, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hajek Cpa Pa St Petersburg FL 12/2008 12/2016
Hajek Advisory Consultants, Llc St. Petersburg FL 02/2014 10/2016
Catapult Creative Consulting, Llc St. Petersburg FL 12/2016 Present
Captial Markets Iq Wilmington DE 05/2017 Present
  • 12/2008 → 12/2016
    Hajek Cpa Pa
    St Petersburg, FL
  • 02/2014 → 10/2016
    Hajek Advisory Consultants, Llc
    St. Petersburg, FL
  • 12/2016 → Present
    Catapult Creative Consulting, Llc
    St. Petersburg, FL
  • 05/2017 → Present
    Captial Markets Iq
    Wilmington, DE
Previous Registrations
  • 2014-11-17 → 2016-10-03
    Hajek Advisory Consultants, Llc
    St. Petersburg, FL
Other Businesses

1) Catapult Creative, Not Investment Related, 5697 63rd Lane, St. Petersburg, FL, Corporate Training and Consulting, Partner, 09/10/2014, 80 hours per month, 4 hours during trading hours, Operations Manager for the firm preparing all financial reporting and documentation for the firm. 2) President and owner of Apex Wealth Consultants Inc. in St. Petersburg, Florida. This entity provides business, administrative and consulting services, and access to unaffiliated, third-party accounting, tax, retirement and insurance service providers to address the needs of certain business clients and self-directed retirement plans. 80 hours per month. 4 hours during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-15
  • S65 Uniform Investment Adviser Law Examination
    2014-08-15

View on SEC IAPD

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