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Connor Alan Vlahos

Northcoast Asset Management LLC

Dallas, TX

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Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2025-01-06

Branch Locations

4131 N. Central Expressway Suite 900, Dallas, TX 75204 • 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
Fidelity Investments Westlake TX 09/2012 10/2017
E*Trade Securities Llc Dallas TX 10/2017 07/2023
E*Trade Capital Management Llc Dallas TX 10/2017 07/2023
Morgan Stanley Dallas TX 01/2023 07/2023
Conti Capital Dallas TX 07/2023 10/2023
Connectus Wealth Dallas TX 02/2024 06/2024
Unemployed Dallas TX 10/2023 01/2024
Kovitz Investment Group Partners, Llc Dallas TX 06/2024 Present
  • 09/2012 → 10/2017
    Fidelity Investments
    Westlake, TX
  • 10/2017 → 07/2023
    E*Trade Securities Llc
    Dallas, TX
  • 10/2017 → 07/2023
    E*Trade Capital Management Llc
    Dallas, TX
  • 01/2023 → 07/2023
    Morgan Stanley
    Dallas, TX
  • 07/2023 → 10/2023
    Conti Capital
    Dallas, TX
  • 02/2024 → 06/2024
    Connectus Wealth
    Dallas, TX
  • 10/2023 → 01/2024
    Unemployed
    Dallas, TX
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Dallas, TX
Previous Registrations
  • 2024-06-03 → 2024-12-31
    Northcoast Asset Management Llc
    Dallas, TX
  • 2024-02-12 → 2024-07-25
    Connectus Wealth
    Dallas, TX
  • 2018-01-02 → 2023-08-14
    Harrisdirect Llc
    Dallas, TX
    Arlington, VA
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-30
S63 Uniform Securities Agent State Law Examination 2013-02-04
  • S66 Uniform Combined State Law Examination
    2017-12-30
  • S63 Uniform Securities Agent State Law Examination
    2013-02-04
Other Names
  • Connor Alan Vlahos
  • Connor Alan Vlahos

View on SEC IAPD

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