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

Dewey T. Tran

Some features on this profile are disabled
CRD#: 2253624
DT

Professional summary


Dewey Tan Tran was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dewey is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Dewey had worked at 8 firms, which includes GREAT PACIFIC SECURITIES, THE AGEAN GROUP INC, WALDRON & CO. INC., MISCHLER FINANCIAL GROUP INC., GUGGENHEIM INVESTOR SERVICES LLC, SHAMROCK PARTNERS LTD, LIBERTY CAPITAL MARKETS INC., COASTLINE FINANCIAL INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dewey Anhtan Tran | Dewey Tran | Duy A T Tran | Duy Anh Tan Tran | Duy Anhtan Tran | Duy Tran

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

January 14, 2000 - November 5, 2008

GREAT PACIFIC SECURITIES

BD
CRD#: 29251
COSTA MESA, CA
Past

October 26, 1998 - February 4, 2000

THE AGEAN GROUP, INC

BD
CRD#: 30835
BOCA RATON, FL
Past

February 20, 1997 - September 18, 1998

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

June 10, 1996 - February 6, 1997

MISCHLER FINANCIAL GROUP, INC.

BD
CRD#: 37818
IRVINE, CA
Past

September 6, 1995 - June 24, 1996

GUGGENHEIM INVESTOR SERVICES, LLC

BD
CRD#: 30096
NEW YORK, NY
Past

June 13, 1995 - August 9, 1995

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

May 19, 1993 - February 13, 1995

LIBERTY CAPITAL MARKETS, INC.

BD
CRD#: 16534
Past

December 10, 1992 - March 8, 1993

COASTLINE FINANCIAL, INC.

BD
CRD#: 16711

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: 7/21/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GP
GREAT PACIFIC SECURITIES
GREAT PACIFIC FIXED INCOME SECURITIES, INC. | GREAT PACIFIC SECURITIES

CRD#: 29251 / SEC#: , 8-44398

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles 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
151 Kalmus Drive, Building H8, Costa Mesa, CA 92626
Mailing Address
151 Kalmus Drive, Building H8, Costa Mesa, CA 92626
Phone number
(714) 619-3000
Established
California since 09/01/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
VINCK, CHRISTOPHER VINCENTPRINCIPAL OPERATING OFFICER2447335
VINCK, CHRISTOPHER VINCENTTRADING2447335
VINCK, CHRISTOPHER VINCENTCEO2447335
VINCK, CHRISTOPHER VINCENTCCO2447335
MORRISSEY, TERENCE LANDRYPRINCIPAL FINANCIAL OFFICER, FINOP, AND CFO5964634

Disclosures


Regulatory Event2

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


GREAT PACIFIC SECURITIES

CRD#: 29251

TRUST BUT VERIFY

Monitor Dewey Tran

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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