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GS

Gail L. Scurry

Some features on this profile are disabled
CRD#: 2319542
GS

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.

Gail Lowry Scurry was a registered financial professional .

Gail is a previously registered financial professional and started their career in finance in 1993. Gail had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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

December 11, 2019 - April 18, 2024

ASPIRE PRIVATE CAPITAL

RIA
CRD#: 154116
CORNELIUS, NC
Past

March 6, 2018 - December 10, 2019

GRADIENT INVESTMENTS, LLC

RIA
CRD#: 141726
Huntersville, NC
Past

March 30, 2016 - December 9, 2019

A4 WEALTH ADVISORS LLC

RIA
CRD#: 152397
HUNTERSVILLE, NC
Past

December 15, 2014 - March 3, 2016

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CHARLOTTE, NC
Past

November 18, 2011 - March 3, 2016

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CHARLOTTE, NC
Past

February 11, 1993 - August 6, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ASPIRE PRIVATE CAPITAL
ASPIRE PRIVATE CAPITAL | ASPIRE PRIVATE CAPITAL, LLC

CRD#: 154116 / SEC#: 801-113754

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)
Florida
Registered Investment Advisory firm - (8/15/2018 Terminated)
Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (8/17/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (8/15/2018 Terminated)

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
IAR
Series 65
Date: 12/2/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/1/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AP
ASPIRE PRIVATE CAPITAL
ASPIRE PRIVATE CAPITAL | ASPIRE PRIVATE CAPITAL, LLC

CRD#: 154116 / SEC#: 801-113754

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)
Florida
Registered Investment Advisory firm - (8/15/2018 Terminated)
Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (8/17/2018 Terminated)
South Carolina
Registered Investment Advisory firm - (8/15/2018 Terminated)
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Contact information

Main Address
19410 Jetton Road Suite 110, Cornelius, NC 28031
Mailing Address
Phone number
(704) 237-9927
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASPIRE PRIVATE CAPITAL ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,701
AUM (Assets Under Management)$ 455,692,609

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

ASPIRE PRIVATE CAPITAL

CRD#: 154116

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