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Current Employers
Lountzis Asset Management, Llc

60 Commerce Drive, Wyomissing, PA 19610 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-22
FL RA APPROVED 2024-03-21
TX RA APPROVED_RES 2020-02-18
PA RA APPROVED 2001-02-08
  • NY RA
    APPROVED
    Since 2024-03-22
  • FL RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2020-02-18
  • PA RA
    APPROVED
    Since 2001-02-08

Branch Locations

60 Commerce Drive, Wyomissing, PA 19610 • United States

260 Madison Avenue 8Th Floor, New York, NY 10016 • United States

Lakewood Ranch, FL • United States

New York, NY • 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
Achtinon Capital Management, Llc Wyomissing PA 10/2000 Present
Lountzis Asset Management, Llc Wyomissing PA 11/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-04
S63 Uniform Securities Agent State Law Examination 1995-05-01
  • S65 Uniform Investment Adviser Law Examination
    1995-08-04
  • S63 Uniform Securities Agent State Law Examination
    1995-05-01
Other Names
  • Paul Lountzis
  • Apostolos John Lountzis

View on SEC IAPD

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