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GW

Gregg S. Weinstein

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CRD#: 1937364
GW

Professional summary

Gregg Steven Weinstein was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregg Steven Weinstein was a registered financial professional .

Gregg is a previously registered financial professional and started their career in finance in 1992. Gregg had worked at 3 firms and has passed the Series 63, SIE, Series 55, Series 3, Series 7 and Series 24 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)

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

April 8, 2016 - December 6, 2016

ENTRUST GLOBAL SECURITIES LLC

BD
CRD#: 146443
NEW YORK, NY
Past

January 30, 2015 - February 26, 2015

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

October 11, 1992 - January 22, 2010

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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: 11/27/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/6/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/25/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 12/17/1992
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/25/2001
General Securities Principal Examination

Current Firm

EG
ENTRUST GLOBAL SECURITIES LLC
ENTRUST GLOBAL SECURITIES | ENTRUSTPERMAL SECURITIES LLC | ENTRUST SECURITIES LLC | ENTRUST GLOBAL SECURITIES LLC

CRD#: 146443 / SEC#: , 8-67822

BD
Terminated by SEC on 01/31/2021
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 04/15/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ENTRUST GLOBAL LLCMEMBER
ENTRUST GLOBAL FOF MANAGEMENT GP LLCMEMBER
KAHNE, BRUCE JOELCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL5467781
ZELENKO-KULLER, JILL NMNFINOP4332080

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

ENTRUST GLOBAL SECURITIES LLC

CRD#: 146443

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