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Dean E. Colvin

CABRILLO BROKER, L.L.C
ENCINO, CA 91436
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CRD#: 2403677
DC

Professional summary


Dean Edgar Colvin II is a registered financial professional currently at CABRILLO BROKER, L.L.C located in Encino, California.

Dean is registered as a RR (Registered Representative) and started their career in finance in 1993. Dean has worked at 7 firms and has passed the Series 63, Series 65, Series 79TO, 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) - BD


Click below to view Dean Edgar Colvin II's CRS (Customer Relationship Summary).

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


Current

December 3, 2013 - Present

CABRILLO BROKER, L.L.C

Office #1: C/o Gursey Schneider 16633 Ventura Blvd. Suite 1320, Encino, CA 91436
BD
CRD#: 142185
ENCINO, CA
Past

January 30, 2012 - June 4, 2013

FMV CAPITAL MARKETS, LLC

BD
CRD#: 149974
IRVINE, CA
Past

October 30, 2007 - August 10, 2011

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
LOS ANGELES, CA
Past

September 27, 1996 - November 26, 1996

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

May 11, 1996 - October 11, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 17, 1993 - February 27, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 29, 1993 - November 26, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/2/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/16/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/6/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CB
CABRILLO BROKER, L.L.C
CABRILLO BROKER, L.L.C | CABRILLO BROKER, L.L.C.

CRD#: 142185 / SEC#: , 8-67438

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


Main Address
C/o Gursey Schneider 16633 Ventura Blvd. Suite 1320, Encino, CA 91436
Mailing Address
8895 Towne Centre Dr. Suite 105-619, San Diego, CA 92122
Phone number
(858) 452-9500
Established
Texas since 07/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HANSEN, WADE IOWNER/CCO/MANAGER4506134
GEORGE, KENNETH RONALDFINOP2643369

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


CABRILLO BROKER, L.L.C

CRD#: 142185Encino, CA 91436

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