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KB

Kent P. Burke

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CRD#: 1334142
KB

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.

Kent Pharr Burke, who also goes by Kent P Neilson, Kent Pharr Neilson, Evelyn Ken Pharr, Evelyn Kent Pharr, was a registered financial professional .

Kent is a previously registered financial professional and started their career in finance in 1985. Kent had worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kent P Neilson | Kent Pharr Neilson | Evelyn Ken Pharr | Evelyn Kent Pharr

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

May 23, 2017 - August 3, 2021

FIRST TRYON SECURITIES, LLC

BD
CRD#: 7336
CHARLOTTE, NC
Past

November 9, 2004 - August 14, 2015

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
CHARLOTTE, NC
Past

November 3, 2000 - June 18, 2004

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

February 3, 1998 - October 31, 2000

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

May 2, 1994 - December 23, 1997

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

February 6, 1989 - April 29, 1994

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

July 15, 1985 - April 29, 1994

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

February 6, 1985 - August 7, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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: 2/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FT
FIRST TRYON SECURITIES, LLC
BRUNNEMER & CO. | FIRST TRYON SECURITIES, LLC | FIRST CHARLOTTE CORPORATION

CRD#: 7336 / SEC#: , 8-21426

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


Main Address
6101 Carnegie Blvd #210, Charlotte, NC 28209
Mailing Address
6101 Carnegie Blvd #210, Charlotte, NC 28209
Phone number
(704) 372-6118
Established
North Carolina since 07/25/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BRUNNEMER & CO.MEMBER
BRUNNEMER, HUBER KEITH IIIMEMBER, CEO, PRESIDENT AND EXECUTIVE REPRESENTATIVE2758256
BECK, ERIC JASONCCO4824373
BRUNNEMER, HEBER KEITH JRMEMBER33824
CARPENTER, MARGARET BRUNNEMER MS.MEMBER, CHIEF FINANCIAL OFFICER, FINOP,2042716
HOWELL, ELIZABETH WARRENMEMBER, SENIOR VICE PRESIDENT4791377
JOSEPH, ERIC MICHAELMEMBER, SENIOR VICE PRESIDENT4001509
WARDLAW, CRAIG M JR.MEMBER, SENIOR VICE PRESIDENT5316503

Disclosures


Regulatory Event1

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


FIRST TRYON SECURITIES, LLC

CRD#: 7336

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