Barbara G. Deboer
Professional summary
Barbara Gayle Deboer, who also goes by Barbara Gayle Cortes, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Sanfod, Florida.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Barbara has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 4, Series 24, Series 27, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Gayle Deboer's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2023 - Present
GREENUP STREET WEALTH MANAGEMENT LLC
September 6, 2013 - August 2, 2023
REGAL ADVISORY SERVICES, INC.
July 31, 2013 - August 2, 2023
REGAL SECURITIES, INC.
December 21, 2011 - August 7, 2013
MORGAN STANLEY
May 31, 2011 - August 7, 2013
MORGAN STANLEY
January 12, 2006 - April 12, 2011
REGAL SECURITIES, INC.
March 17, 2004 - November 10, 2004
DELTA ADVISORY GROUP, INC.
February 11, 2002 - September 2, 2005
PREMIERETRADE SECURITIES, INC.
February 11, 2002 - September 2, 2005
PREMIERETRADE SECURITIES, INC.
November 1, 2000 - January 23, 2002
MORGAN STANLEY DW INC.
May 24, 1996 - November 1, 2000
MORGAN STANLEY DEAN WITTER ONLINE INC.
August 3, 1995 - June 17, 1996
ACUMENT SECURITIES, INC.
June 24, 1994 - July 12, 1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
October 15, 1993 - January 18, 1994
CHATFIELD DEAN & CO., INC.
Primary Firm SEC Registration
GREENUP STREET WEALTH MANAGEMENT LLC
CRD#: 311391 / SEC#: 801-122080
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2023)
Exams
Current Firm
GREENUP STREET WEALTH MANAGEMENT LLC
CRD#: 311391 / SEC#: 801-122080
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,210 |
| AUM (Assets Under Management) | $ 661,705,072 |
Red Flags
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