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Garlon M. Ebanks

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CRD#: 1080466
GE

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.

Garlon Macaulay Ebanks was a registered financial professional .

Garlon is a previously registered financial professional and started their career in finance in 1982. Garlon had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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

July 1, 2013 - March 13, 2015

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
DALLAS, TX
Past

June 27, 2013 - March 13, 2015

BBVA SECURITIES INC.

BD
CRD#: 27060
DALLAS, TX
Past

October 10, 2012 - June 5, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
UNIVERSITY PARK, TX
Past

October 19, 2010 - June 5, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
UNIVERSITY PARK, TX
Past

June 18, 2002 - March 5, 2004

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
DALLAS, TX
Past

February 26, 2002 - March 5, 2004

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

May 22, 1995 - April 4, 1996

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

May 20, 1994 - June 6, 1995

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX
Past

December 1, 1982 - April 27, 1983

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
IAR
Series 66
Date: 10/4/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PM
PNC MANAGED ACCOUNT SOLUTIONS, INC.
ALFRED B. BRADY III | THOMAS E. SAMUELS JR. | SURESH RAGHAVAN | STAVIS MARGOLIS ADVISORY SERVICES INC | ROY T. MANICOM | RICHARD SAETTONE | PNC MANAGED ACCOUNT SOLUTIONS, INC. | MICHAEL SANDEEN | MARY K. MARGOLIS | GERRALD GIBLIN | GAIL VAN NEST | FRANK POHAR | EDWIN TREY MAXWELL | DEBORAH MCCULLY STAVIS | DAVID BUSBEE | CLAYTON COOKE | BBVA WEALTH SOLUTIONS INC.

CRD#: 110476 / SEC#: 801-56131

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Contact information


Main Address
2200 Post Oak Blvd., Houston, TX 77056-4700
Mailing Address
1900 East Ninth Street, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

PNC GLOBAL DIRECTIONS FORM ADV PART 2A (3/31/2023)

Regulatory assets under management


Total Number of Accounts768
AUM (Assets Under Management)$ 588,442,024

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


PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD#: 110476

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