Brian O. Boyle
Professional summary
Brian Owen Boyle, who also goes by Brian O Boyle, Brian Boyle, is a registered financial professional currently at CAPSTONE PARTNERS located in Tampa, Florida.
Brian is registered as a RR (Registered Representative) and started their career in finance in 1984. Brian has worked at 10 firms and has passed the Series 65, Series 63, Series 72, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Owen Boyle's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2021 - Present
CAPSTONE PARTNERS
Office #1: 1550 Cleveland Street, Tampa, FL 33606November 2, 2017 - October 21, 2020
RAYMOND JAMES & ASSOCIATES, INC.
December 2, 2015 - November 1, 2017
PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC
February 1, 2012 - November 30, 2015
D.A. DAVIDSON & CO.
October 11, 2000 - March 1, 2012
MCGLADREY CAPITAL MARKETS, LLC
January 28, 1999 - September 24, 1999
CITIGROUP GLOBAL MARKETS INC.
June 4, 1998 - September 29, 1998
PERSHING LLC
August 19, 1997 - July 6, 1998
NATWEST MARKETS SECURITIES INC.
November 8, 1988 - October 23, 1995
LEHMAN GOVERNMENT SECURITIES INC.
November 21, 1984 - June 13, 1997
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/8/2025)
(6/24/2024)
(2/22/2021)
Exams
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CAPSTONE PARTNERS
CRD#: 132185 / SEC#: , 8-66572
Contact information
FINRA licenses (17 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPSTONE CORPORATE FINANCE LLC | DIRECT OWNER | |
| BEEKMAN, TODD ANDREW | DIRECTOR | 6291198 |
| CASPER, MARK VERNON JR. | CHIEF FINANCIAL OFFICER | 6682711 |
| DAHLKE, STEPHEN MATTHEW | CHIEF COMPLIANCE OFFICER | 2577928 |
| FERRARA, JOHN MARIO II | PRESIDENT | 2097226 |
| JANSON, PAUL EDWARD | DIRECTOR | 4992234 |
| KLEINMAN, SCOTT DAVID | DIRECTOR | 2357636 |
| MILCETICH, MATTHEW LOUIS | EXECUTIVE MANAGING DIRECTOR | 6419334 |
| VALDIVIA, SERENA | AML OFFICER | 7790899 |
Disclosures
| Regulatory Event | 1 |
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.
