Best Investors Account Sign in
Inactive

Ephimia Coumanakos

Steadtrust

Allen, TX

Wilmington, DE

Claim This Profile
Current Employers
Steadtrust

Allen, TX • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-04-30
TX RA APPROVED 2025-04-28
  • DE RA
    APPROVED
    Since 2025-04-30
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

Allen, TX • United States

1711 Woodlawn Avenue, Wilmington, DE 19806 • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Investments Inc Wilmington DE 08/2011 08/2017
Wfg Advisors, Lp Wilmington DE 08/2011 08/2017
National Securities Corp Wilmington DE 08/2017 06/2022
B. Riley Wealth Management Wilmington DE 07/2022 04/2025
Steadtrust, Llc Wilmington DE 04/2025 Present
  • 08/2011 → 08/2017
    Wfg Investments Inc
    Wilmington, DE
  • 08/2011 → 08/2017
    Wfg Advisors, Lp
    Wilmington, DE
  • 08/2017 → 06/2022
    National Securities Corp
    Wilmington, DE
  • 07/2022 → 04/2025
    B. Riley Wealth Management
    Wilmington, DE
  • 04/2025 → Present
    Steadtrust, Llc
    Wilmington, DE
Previous Registrations
Other Businesses

(1) Concord Financial Group - advisory fees and fixed insurance. DBA for Steadtrust IAR, fixed insurance products and advisory fees. All business to be conducted through Steadtrust, Hours:40 hours/week. (2) Real Estate - apartment rentals, not investment related, Own and rent apartments, Receive rents - act as property manager - passive activity, 1 hours/month, after trading hours. (3) Tax Accounting preparation for small businesses, not investment related, CFG T&A LLC, member, 3 hours per month, during trading hours. (4) Apartment Rental; Owner; Not investment related; 49 Bancroft Mills, Unit 2K Wilmington DE 19806; 2012-03-16; 0 hours per month, during trading hours; 1 hours per month, outside trading hours; 1 percent compensation expected. (5) Real Estate Rentals - Office Building & Apartments ; Owner; Not investment related; 1711 Woodlawn Avenue Wilmington DE 19806; Collect Rent, arrange for repairs; 2014-10-21; 0 hours per month, during trading hours; 1 hours per month, outside trading hours; 1 percent compensation expected.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-02
  • S66 Uniform Combined State Law Examination
    2004-12-02
Other Names
  • Ephie Coumanakos

View on SEC IAPD

More in Allen, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor