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GN

Gregory E. Norlander

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CRD#: 1232503
GN

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.

Gregory Edward Norlander was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1984. Gregory had worked at 5 firms and has passed the Series 63, Series 3 and Series 7 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

January 6, 1992 - June 23, 1992

DRAKE & COMPANY, INC.

BD
CRD#: 16227
Past

November 24, 1989 - October 31, 1991

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

February 15, 1988 - December 22, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 23, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

January 25, 1984 - December 8, 1987

SUTRO & CO. INCORPORATED

BD
CRD#: 801

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: 4/16/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


D&
DRAKE & COMPANY, INC.
DRAKE & COMPANY, INC. | DRAKE CAPITAL SECURITIES, INC.

CRD#: 16227 / SEC#: , 8-33490

BD
Terminated by SEC on 12/24/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 12/27/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DRAKE & COMPANY HOLDINGS, INC.SHAREHOLDER
BARNETT, DAVID BCFO1669970
LEVINE, DANNY JAYPRESIDENT / CEO / CROP / SROP1007419
LEVINE, GEORGE BERNARDCHAIRMAN & DIRECTOR307904
LEVINE, MARC IRADIRECTOR1945069
WESSEL, MICHELECOMPLIANCE DIRECTOR1017763

Disclosures


Regulatory Event8
Arbitration8

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


DRAKE & COMPANY, INC.

CRD#: 16227

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