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GG

Gregory B. Getts

ARBOR COURT CAPITAL
Broadview Heights, OH 44146
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CRD#: 1300527
GG

Professional summary


Gregory Brainard Getts is a registered financial professional currently at ARBOR COURT CAPITAL, LLC located in Broadview Heights, Ohio.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1986. Gregory has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 4, Series 24 and Series 27 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) - BD


Click below to view Gregory Brainard Getts's CRS (Customer Relationship Summary).
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

July 20, 2011 - Present

ARBOR COURT CAPITAL, LLC

Office #1: 8000 Town Centre Drive Suite 400, Broadview Heights, OH 44146Office #2: 8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
BD
CRD#: 143839
Broadview Heights, OH
Past

July 21, 2016 - December 5, 2016

INVERNESS SECURITIES, LLC

BD
CRD#: 129914
CLEVELAND, OH
Past

April 12, 2004 - June 24, 2016

INVERNESS SECURITIES, LLC

BD
CRD#: 129914
CLEVELAND, OH
Past

September 24, 2001 - April 19, 2004

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

October 4, 2000 - September 17, 2001

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

February 18, 1999 - October 3, 2000

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

October 17, 1996 - January 29, 1999

INTERACTIVE PLANNING CORP.

BD
CRD#: 40261
LEXINGTON, KY
Past

January 1, 1996 - September 26, 1996

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

April 8, 1986 - October 16, 1995

MATHEMATICAL BROKERAGE SERVICES, INC.

BD
CRD#: 15592

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
Arkansas
(8/15/2016)
RR
Connecticut
(3/24/2023)
RR
District of Columbia
(11/18/2016)
RR
Georgia
(10/27/2016)
RR
Illinois
(10/27/2016)
RR
Maine
(10/27/2016)
RR
Maryland
(10/27/2016)
RR
Massachusetts
(10/27/2016)
RR
Minnesota
(2/3/2021)
RR
Mississippi
(10/27/2016)
RR
Missouri
(10/27/2016)
RR
Nebraska
(12/1/2020)
RR
New Hampshire
(10/27/2016)
RR
New Jersey
(6/26/2014)
RR
Ohio
(1/26/2017)
RR
Oregon
(10/27/2016)
RR
Pennsylvania
(10/27/2016)
RR
South Dakota
(1/19/2017)
RR
Tennessee
(10/27/2016)
RR
Texas
(10/27/2016)
RR
Utah
(10/27/2016)
RR
Vermont
(10/27/2016)
RR
Virginia
(3/31/2014)
RR
West Virginia
(10/27/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 11/19/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ARBOR COURT CAPITAL, LLC
ARBOR COURT CAPITAL, LLC

CRD#: 143839 / SEC#: , 8-67609

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Mailing Address
8000 Town Centre Drive Suite 400, Broadview Heights, OH 44147
Phone number
(440) 922-0066
Established
Ohio since 11/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GETTS, GREGORY BRAINARDCFO, FINANCIAL PRINCIPAL, PRESIDENT1300527
MILCINOVIC, STEVEN ANTHONYCCO, FINANCIAL PRINCIPAL6435702

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


ARBOR COURT CAPITAL, LLC

CRD#: 143839Broadview Heights, OH 44146

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