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TB

Terry L. Blythe

LONG BRIDGE SECURITIES
PLANO, TX 75204
CRD#: 1822890
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TB
Terry Lynn BlytheLONG BRIDGE SECURITIES

Professional summary

Terry Lynn Blythe, who also goes by Terry Lynn Donehoo, Terry Lynn Gilbert, is a registered financial professional currently at LONG BRIDGE SECURITIES, LLC located in Plano, Texas.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1990. Terry has worked at 16 firms and has passed the Series 65, Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 87, Series 7, Series 10, Series 9, Series 53, Series 14, Series 4, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Terry Lynn Donehoo | Terry Lynn Gilbert

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 Terry Lynn Blythe'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

June 8, 2026 - Present

LONG BRIDGE SECURITIES, LLC

Office #1: 6900 Dallas Parkway Suite 03-121, Plano, TX 75204
BD
CRD#: 314519
PLANO, TX
Past

July 23, 2014 - June 5, 2026

ISC ADVISORS, INC.

RIA
CRD#: 166586
DALLAS, TX
Past

July 23, 2014 - June 5, 2026

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
DALLAS, TX
Past

May 28, 2014 - August 8, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DALLAS, TX
Past

September 6, 2005 - November 18, 2013

WFG ADVISORS, LP

RIA
CRD#: 125073
DALLAS, TX
Past

September 6, 2005 - November 18, 2013

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

April 1, 2004 - September 12, 2005

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

July 29, 1999 - April 2, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DALLAS, TX
Past

July 28, 1999 - April 2, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 13, 1998 - October 6, 1999

MYDISCOUNTBROKER.COM

BD
CRD#: 42565
DALLAS, TX
Past

October 13, 1998 - October 22, 1999

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

BD
CRD#: 7449
VANCOUVER,
Past

October 12, 1998 - July 21, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 29, 1998 - July 1, 1999

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

March 2, 1998 - October 1, 1998

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

November 13, 1992 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

November 30, 1990 - November 9, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Texas
(6/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/8/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/4/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 7/26/2011
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 11/28/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/23/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 14
Date: 7/25/1996
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/22/1995
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 1/24/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/1993
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LB
LONG BRIDGE SECURITIES, LLC
LONG BRIDGE SECURITIES LLC | LONGBRIDGE | LONG BRIDGE SECURITIES, LLC

CRD#: 314519 / SEC#: , 8-70711

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...

Contact information

Main Address
413 W 14th St Suite 207a, New York, NY 10014
Mailing Address
413 W 14th St Suite 207a, New York, NY 10014
Phone number
(504) 233-2370
Established
Delaware since 03/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LONG BRIDGE LIMITED100% OWNER
BEVAUN, MARLONCFO/ FINOP6259795
NEIDLINGER, CHRISTOPHER WADECCO2963179
THOMAS, LAURACHIEF OPERATIONS OFFICER5364586
ZHU, XUYINGHEAD OF U.S. BUSINESS6943862

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

LONG BRIDGE SECURITIES, LLC

CRD#: 314519Plano, TX 75204

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