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Eugene Kuntorovsky

Isakov Planning Group Inc.

Southampton, PA

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Current Employers
Isakov Planning Group Inc.

671 Second Street Pike, Southampton, PA 18966 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-12-10
  • PA RA
    APPROVED
    Since 2018-12-10

Branch Locations

671 Second Street Pike, Southampton, PA 18966 • 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
Isakov Planning Group New York NY 10/2017 Present
Aflac Edison NJ 05/2005 09/2017
  • 10/2017 → Present
    Isakov Planning Group
    New York, NY
  • 05/2005 → 09/2017
    Aflac
    Edison, NJ
Other Businesses

Isakov Insurance Agency Inc. ("IIA") Investment related business (insurance) Address: 671 Second Street Pike, Southampton, PA 18966 Insurance business 51% owner and CEO IIA and Isakov Planning Group are under the common control of Isakov Group, a holding company that is 51% owned by Eugene Kuntorovosky. Mr. Kuntorovosky's relationship with IIA began in October 2017. Mr. Kuntorovosky devotes approximately 12 hours per month to IIA, approximately 6 of these hours are during securities trading hours. Mr. Kuntorovosky's duties include: group financial review, fielding inbound calls for life and/or disability insurance, and light prospsecting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-30
  • S65 Uniform Investment Adviser Law Examination
    2017-01-30

View on SEC IAPD

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