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JG

Julian E. Gillespie

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CRD#: 2217757
JG

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.

Julian Edgeworth Gillespie III, who also goes by Julian Edgeworth Gillespie, was a registered financial professional .

Julian is a previously registered financial professional and started their career in finance in 1993. Julian had worked at 8 firms and has passed the Series 63, SIE, Series 57 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Julian Edgeworth Gillespie

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

November 9, 2018 - November 9, 2018

HEIGHT ANALYTICS, LLC

RIA
CRD#: 149162
WASHINGTON, DC
Past

March 12, 2018 - January 29, 2020

HEIGHT CAPITAL MARKETS

BD
CRD#: 150659
WASHINGTON, DC
Past

July 9, 2013 - January 4, 2018

COMPASS POINT RESEARCH & TRADING, LLC

BD
CRD#: 126258
WASHINGTON, DC
Past

June 16, 2009 - June 15, 2011

COMPASS POINT RESEARCH & TRADING, LLC

BD
CRD#: 126258
STONINGTON, CT
Past

September 14, 2000 - April 27, 2007

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
ARLINGTON, VA
Past

July 1, 1998 - November 23, 1999

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

September 23, 1996 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

September 2, 1994 - November 22, 1994

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

September 21, 1993 - November 29, 1993

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

January 25, 1993 - April 13, 1993

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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: 7/16/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 9/14/2018
Securities Trader Exam
General Industry/Product Exam

Current Firm


HA
HEIGHT ANALYTICS, LLC
HEIGHT ANALYTICS, LLC

CRD#: 149162 / SEC#:

Colorado
Registered Investment Advisory firm - (8/23/2017 Terminated)
Connecticut
Registered Investment Advisory firm - (9/17/2010 Approved)
District of Columbia
Registered Investment Advisory firm - (1/16/2009 Approved)
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Contact information


Main Address
1401 New York Ave Nw Suite 700, Washington, DC 20005
Mailing Address
Phone number
(202) 629-0000
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

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


HEIGHT ANALYTICS, LLC

CRD#: 149162

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