Best Investors Account Sign in

Joseph William Kantakevich

United Brokerage Services, Inc

Washington, DC

Claim This Profile
Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-09-13
  • DC RA
    APPROVED
    Since 2022-09-13

Branch Locations

1100 Connecticut Ave, Washington, DC 20036 • 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
Triad Advisors, Inc Norcross GA 08/2011 11/2020
Eaglestone Wealth Advisors, Inc. Rockville MD 06/2012 07/2022
Jwk Financial Group Rockville MD 02/2014 12/2018
United Brokerage Services Inc. Washington DC 08/2022 Present
United Bank Washington DC 08/2022 Present
Dai Securities, Llc Atlanta GA 11/2020 07/2022
  • 08/2011 → 11/2020
    Triad Advisors, Inc
    Norcross, GA
  • 06/2012 → 07/2022
    Eaglestone Wealth Advisors, Inc.
    Rockville, MD
  • 02/2014 → 12/2018
    Jwk Financial Group
    Rockville, MD
  • 08/2022 → Present
    United Brokerage Services Inc.
    Washington, DC
  • 08/2022 → Present
    United Bank
    Washington, DC
  • 11/2020 → 07/2022
    Dai Securities, Llc
    Atlanta, GA
Previous Registrations
  • 2013-01-08 → 2023-11-13
    Eaglestone Wealth Advisors, Inc.
    Rockville, MD
  • 2014-03-11 → 2018-12-31
    Jwk Financial Group
    Rockville, MD
  • 2011-10-18 → 2014-03-12
    Triad Advisors Llc
    Washington, DC
    Rockville, MD
    Rockville, MD
  • 2009-04-27 → 2011-08-10
    Wells Fargo Clearing Services, Llc
    Bethesda, MD
Other Businesses

Montgomery College Foundation - Board Meeting - Approximately 2 hours per month during non-trading hours - No compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-31
  • S66 Uniform Combined State Law Examination
    2009-03-31
Designations
Other Names
  • Joseph Kantakevich
  • Joseph William Kantakevich
  • Joseph Williiam Kantakevich

View on SEC IAPD

Other Firms

BRYSPEN, INCORPORATED
3WIRE INVESTMENT
LPL FINANCIAL LLC
ORIDIAN CAPITAL MANAGEMENT, L.P.
C5 CAPITAL USA LLC
AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor