AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WS

William G. Shearer

BRITEHORN SECURITIES
Denver, CO 80202
Some features on this profile are disabled
CRD#: 1141872
WS

Professional summary


William Gregory Shearer, who also goes by Greg Shearer, W Gregory Shearer, is a registered financial professional currently at BRITEHORN SECURITIES located in Denver, Colorado.

William is registered as a RR (Registered Representative) and started their career in finance in 1983. William has worked at 7 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Shearer | W Gregory Shearer

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) - BD


Click below to view William Gregory Shearer's CRS (Customer Relationship Summary).

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


Current

May 1, 2025 - Present

BRITEHORN SECURITIES

Office #1: 1401 Lawrence St Suite 1600, Denver, CO 80202
BD
CRD#: 36402
Denver, CO
Past

January 27, 2011 - April 30, 2025

THIRD500, LLC

BD
CRD#: 115542
WILMETTE, IL
Past

October 1, 1998 - November 4, 1998

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

June 19, 1996 - September 1, 1998

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 7, 1993 - June 28, 1996

VECTOR SECURITIES INTERNATIONAL, INC.

BD
CRD#: 22010
NEW YORK, NY
Past

April 19, 1989 - July 17, 1990

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 13, 1985 - April 22, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

August 24, 1983 - January 23, 1985

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/2/2025)
RR
Illinois
(7/31/2025)
RR
Massachusetts
(7/25/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/25/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BRITEHORN SECURITIES
ANDREWS PARTNERS | LOHI SECURITIES | KEATING SECURITIES, LLC | KEATING INVESTMENTS, LLC | GIA SECURITIES, INC. | BRITEHORN SECURITIES | ANDREWS SECURITIES, LLC

CRD#: 36402 / SEC#: , 8-47217

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Mailing Address
1401 Lawrence St Suite 1600, Denver, CO 80202
Phone number
(720) 465-5305
Established
Colorado since 10/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BRITEHORN PARTNERS LLCDIRECT OWNER
ARMSTRONG, BOBBI JEANNECHIEF COMPLIANCE OFFICER2828244
HURRY, ANDREW DUNCANCHIEF FINANCIAL OFFICER5131486
STORY, BRETT HOWARDPRINCIPAL5580403
STORY, NATALIA KLISHINACHIEF COMPLIANCE OFFICER7271729

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


BRITEHORN SECURITIES

CRD#: 36402Denver, CO 80202

TRUST BUT VERIFY

Monitor William Shearer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics