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Tenzin Phuntsok

Aptus Capital Advisors, LLC

Fairhope, AL

Naples, FL

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Current Employers
Aptus Capital Advisors, Llc

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-24
  • FL RA
    APPROVED
    Since 2025-02-24

Branch Locations

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

Naples, FL • 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
B2 Bluefin Bala Cynwyd PA 02/2017 08/2017
Minnesota Department Of Agriculture St. Paul MN 06/2018 08/2018
Sontousa Bryn Mawr PA 05/2019 08/2019
Macquarie Group Philadelphia PA 06/2020 08/2020
Amazon Philadelphia PA 06/2021 10/2022
Pennsylvania State University State College PA 08/2017 10/2022
Harriton High School Philadelphia PA 05/2013 05/2017
Gyroscope Capital Management Group, Llc Naples FL 04/2023 09/2023
Unemployed Philadelphia PA 10/2022 03/2023
First Trust Investment Solutions Lp Naples FL 10/2023 10/2024
First Trust Portfolios L.P. Wheaton IL 10/2024 01/2025
First Trust Advisors L.P. Wheaton IL 10/2024 01/2025
Aptus Capital Advisors, Llc Fairhope AL 01/2025 Present
  • 02/2017 → 08/2017
    B2 Bluefin
    Bala Cynwyd, PA
  • 06/2018 → 08/2018
    Minnesota Department Of Agriculture
    St. Paul, MN
  • 05/2019 → 08/2019
    Sontousa
    Bryn Mawr, PA
  • 06/2020 → 08/2020
    Macquarie Group
    Philadelphia, PA
  • 06/2021 → 10/2022
    Amazon
    Philadelphia, PA
  • 08/2017 → 10/2022
    Pennsylvania State University
    State College, PA
  • 05/2013 → 05/2017
    Harriton High School
    Philadelphia, PA
  • 04/2023 → 09/2023
    Gyroscope Capital Management Group, Llc
    Naples, FL
  • 10/2022 → 03/2023
    Unemployed
    Philadelphia, PA
  • 10/2023 → 10/2024
    First Trust Investment Solutions Lp
    Naples, FL
  • 10/2024 → 01/2025
    First Trust Portfolios L.P.
    Wheaton, IL
  • 10/2024 → 01/2025
    First Trust Advisors L.P.
    Wheaton, IL
  • 01/2025 → Present
    Aptus Capital Advisors, Llc
    Fairhope, AL
Previous Registrations
  • 2024-11-04 → 2025-01-27
    First Trust Advisors Lp
    Wheaton, IL
    Naples, FL
  • 2023-10-06 → 2024-12-20
    First Trust Investment Solutions L.P.
    Naples, FL
  • 2023-05-15 → 2023-12-07
    Gyroscope Capital Management Group Llc
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-11
  • S65 Uniform Investment Adviser Law Examination
    2023-05-11

View on SEC IAPD

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Other Investors

GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
MARK ALAN CALLAHAN
JOHN LUKE TYNER
BECKHAM DAVID WYRICK
Joseph Robert King
William Herbert Graham
WILLIAM CARROLL GARDNER

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FAIRHOPE, AL
NAVIANT PARTNERS, LLC · FAIRHOPE, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairhope, AL
PNC WEALTH MANAGEMENT LLC · FAIRHOPE, AL
WELLS FARGO CLEARING SERVICES, LLC · FAIRHOPE, AL
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. · FAIRHOPE, AL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRHOPE, AL
EDWARD JONES · FAIRHOPE, AL

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