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Bruce T. Barnum

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CRD#: 1020325
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Thomas Barnum was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1981. Bruce had worked at 7 firms and has passed the Series 63, SIE, Series 52, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 9, 2016 - July 31, 2017

GE CAPITAL MARKETS, INC.

BD
CRD#: 13349
Carlsbad, CA
Past

December 10, 2009 - April 3, 2012

GE CAPITAL MARKETS, INC.

BD
CRD#: 13349
HILLSBORO, OR
Past

November 9, 1998 - November 3, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

April 21, 1998 - November 9, 1998

KEY CAPITAL MARKETS, INC.

BD
CRD#: 39832
CLEVELAND, OH
Past

August 19, 1996 - June 23, 1997

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

February 26, 1996 - August 19, 1996

FIRST INTERSTATE INVESTMENTS,INC.

BD
CRD#: 17101
Past

October 21, 1982 - December 16, 1983

DIEHL & COMPANY

BD
CRD#: 10549
Past

December 24, 1981 - September 14, 1982

PETERSON, DIEHL & COMPANY, INC.

BD
CRD#: 7629

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/8/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GC
GE CAPITAL MARKETS, INC.
GE CAPITAL MARKETS | GEVEST CORPORATION | GECC CAPITAL MARKETS GROUP, INC. | GE VENTUREMINE, A SERVICE OF GECC CAPITAL MARKETS GROUP, INC. | GE CAPITAL MARKETS, INC.

CRD#: 13349 / SEC#: , 8-29149

BD
Terminated by SEC on 02/18/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/15/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GE STRUCTURED FINANCE, LLCSHAREHOLDER
ALFIERI, LAWRENCE JEROMECHIEF COMPLIANCE OFFICER4333209
BLEE, ROBERT RALPHPRESIDENT, CEO AND CHAIRMAN OF THE BOARD3261004
LOHMANN, HERBERT JOHN IIIFINANCIAL OPERATIONS PRINCIPAL5548326

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GE CAPITAL MARKETS, INC.

CRD#: 13349

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