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

George C. Bebis

BROOKLIGHT PLACE SECURITIES
Lakeville, MA 02347
Some features on this profile are disabled
CRD#: 1616429
GB

Professional summary


George Constantine Bebis is a registered financial professional currently at BROOKLIGHT PLACE SECURITIES, INC. located in Lakeville, Massachusetts.

George is registered as a RR (Registered Representative) and started their career in finance in 1997. George has worked at 14 firms and has passed the Series 63, SIE and Series 6 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 George Constantine Bebis'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

March 31, 2023 - Present

BROOKLIGHT PLACE SECURITIES, INC.

Office #1: 350 Bedford Street, Lakeville, MA 02347
BD
CRD#: 15764
Lakeville, MA
Past

November 27, 2018 - March 29, 2023

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
Lakeville, MA
Past

February 22, 2016 - December 14, 2016

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
Lakeville, MA
Past

September 19, 2012 - June 30, 2014

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
LAKEVILLE, MA
Past

May 2, 2011 - September 14, 2012

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

August 3, 2009 - March 10, 2011

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
LAKEVILLE, MA
Past

June 16, 2008 - August 3, 2009

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
LAKEVILLE, MA
Past

September 27, 2007 - June 27, 2008

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
LAKEVILLE, MA
Past

July 23, 2007 - October 2, 2007

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
LAKEVILLE, MA
Past

January 8, 2004 - December 31, 2006

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
LAKEVILLE, MA
Past

September 25, 2002 - December 31, 2003

TIER ONE PARTNERS, INC.

BD
CRD#: 4090
BELLEAIRE BEACH, FL
Past

February 15, 2002 - September 25, 2002

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 9, 1998 - December 31, 2001

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

April 9, 1997 - February 9, 1998

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

March 14, 1997 - April 10, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL

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
Massachusetts
(3/31/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/13/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BROOKLIGHT PLACE SECURITIES, INC.
BROOKLIGHT PLACE SECURITIES, INC. | MTL EQUITY PRODUCTS, INC.

CRD#: 15764 / SEC#: 801-61232, 8-32673

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
16930 E. Palisades Blvd Suite 220, Downers Grove, IL 60515
Mailing Address
16930 E. Palisades Blvd Suite 125, Fountain Hills, AZ 85268
Phone number
(888) 976-0659
Established
Illinois since 08/10/1984
Firm type
Corporation
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)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TRAC ENTERPRISES LLCSHAREHOLDER
BROKERS ALLIANCE, INC.SHAREHOLDER
TRUHLAR, CHARLES ANTHONYOWNER OF SHAREHOLDER, PRESIDENT, CHIEF COMPLIANCE OFFICER4533534

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


BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764Lakeville, MA 02347

TRUST BUT VERIFY

Monitor George Bebis

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

Similar Advisors


AG
Aaron GoseAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BELLEVUE, WA
SG
Sandy GiglioAdvisorCheck Check Mark
INNOVATION PARTNERS LLC
RR
Charlotte, NC
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