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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

GEORGE TOROUNIDIS

Advisor at ITHAKA STRATEGIC PARTNERS

KINGS PARK, NY

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Search this name across graphsid dfx:ria:984aaa52-934f-df99-5c52-20d1704d71a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 8, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ITHAKA STRATEGIC PARTNERS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 15, 2003
First registration: Oct 8, 2009
Dual registered: yes, broker-dealer
IAPD individual key: 4678154

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ITHAKA STRATEGIC PARTNERS	State registered	Jun 14, 2024	n/a	yes	KINGS PARK, NY	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 18, 2013	Sep 10, 2019	no	New York, NY\|ASTORIA, NY\|ASTORIA, NY\|New York, NY\|Holbrook, NY\|Woodside, NY\|LONG ISLAND CITY, NY\|New York, NY\|Port Jefferson, NY\|Port Jefferson, NY\|New York, NY\|New York, NY\|Port Jefferson, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Apr 24, 2013	no	NORTHPORT, NY\|GREENLAWN, NY\|COMMACK, NY\|DIX HILLS, NY\|GREENLAWN, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 29, 2010	Oct 1, 2012	no	COMMACK, NY\|NORTHPORT, NY\|KINGS PARK, NY\|DEER PARK, NY\|EAST ISLIP, NY\|GREENLAWN, NY\|NORTHPORT, NY	Previous registration
FMSI ADVISERS	Former SEC adviser	Oct 8, 2009	Apr 21, 2010	no	BLOOMINGTON, IL\|HAUPPAUGE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	ITHAKA STRATEGIC PARTNERS	Sep 10, 2019	Jun 14, 2024	1,739	Firm change after gap	Ibd to state RIA
J.P. MORGAN SECURITIES LLC	CITIGROUP GLOBAL MARKETS INC.	Apr 24, 2013	Jun 18, 2013	55	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
FMSI ADVISERS	CHASE INVESTMENT SERVICES CORP.	Apr 21, 2010	Apr 29, 2010	8	Firm change	Other

Relationships

Registered with (5)

→ ITHAKA STRATEGIC PARTNERSRegistered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 18, 2013 to Sep 10, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Apr 24, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 29, 2010 to Oct 1, 2012factForm ADV
→ FMSI ADVISERSRegistered adviserregistration: previous registration
Oct 8, 2009 to Apr 21, 2010factForm ADV

Dated events

No dated event names this entity yet.