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GJ

Gregory G. Jayson

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CRD#: 2370700
GJ

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.

Gregory Gordon Jayson was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1993. Gregory had worked at 11 firms and has passed the Series 63, SIE and Series 7 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

December 1, 2014 - January 13, 2017

FALCON SQUARE CAPITAL, LLC

BD
CRD#: 165225
Oakland, CA
Past

September 10, 2013 - July 21, 2014

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
SAN FRANCISCO, CA
Past

August 26, 2010 - August 23, 2013

FURTHER LANE SECURITIES, L.P.

BD
CRD#: 38162
NEW YORK, NY
Past

August 5, 2005 - March 4, 2009

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

October 9, 2001 - August 5, 2005

UNITED CAPITAL MARKETS, INC.

BD
CRD#: 40980
MIAMI, FL
Past

January 28, 1999 - September 18, 2001

NBC CAPITAL MARKETS GROUP, INC.

BD
CRD#: 18229
MEMPHIS, TN
Past

August 3, 1998 - January 15, 1999

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

October 7, 1996 - April 9, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

February 1, 1996 - September 6, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 20, 1995 - October 26, 1995

AMHERST SECURITIES GROUP, L.P.

BD
CRD#: 31141
AUSTIN, TX
Past

June 25, 1993 - July 25, 1995

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
HOUSTON, TX

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: 7/28/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FS
FALCON SQUARE CAPITAL, LLC
FALCON SQUARE CAPITAL, LLC | HCG

CRD#: 165225 / SEC#: , 8-69147

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
3701 Lake Boone Trail Suite 100, Raleigh, NC 27607
Mailing Address
3701 Lake Boone Trail Suite 100, Raleigh, NC 27607
Phone number
(919) 825-1534
Established
North Carolina since 04/02/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PENDERGRASS, MELISSA JOINESCEO, CFO, CCO5392765
CUNNINGHAM, SCOTT LINDSAYMEMBER4829676
WALL, BRAXTON CRAVENMEMBER5557276
WRIGHT, KEATON THOMASMEMBER5703087
PORTWOOD, WILLIAM BOYCEFINOP4853700

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


FALCON SQUARE CAPITAL, LLC

CRD#: 165225

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