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GB

Gregory K. Bernard

FIRST BANKERS' BANC SECURITIES,
Overland Park,, KS 66211
Some features on this profile are disabled
CRD#: 2497355
GB

Professional summary


Gregory Kent Bernard, who also goes by Gregory Bernard, is a registered financial professional currently at FIRST BANKERS' BANC SECURITIES, INC located in Overland Park,, Kansas.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1996. Gregory has worked at 3 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 24, Series 28 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory Bernard

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 Gregory Kent Bernard's CRS (Customer Relationship Summary).
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

February 1, 2002 - Present

FIRST BANKERS' BANC SECURITIES, INC

Office #1: 6800 College Blvd Suite 420, Overland Park,, KS 66211
BD
CRD#: 15041
Overland Park,, KS
Past

April 19, 2001 - February 1, 2002

GOLD CAPITAL MANAGEMENT INC.

BD
CRD#: 7036
OVERLAND PARK, KS
Past

February 13, 1996 - April 19, 2001

MIDWEST CAPITAL MANAGEMENT INC.

BD
CRD#: 39880
OVERLAND PARK, KS

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
Alabama
(1/8/2020)
RR
Arizona
(2/11/2014)
RR
Colorado
(2/6/2009)
RR
Florida
(10/22/2009)
RR
Hawaii
(5/31/2019)
RR
Illinois
(8/7/2018)
RR
Iowa
(2/26/2024)
RR
Kansas
(2/1/2002)
RR
Missouri
(2/1/2002)
RR
Nebraska
(3/17/2025)
RR
Oklahoma
(2/1/2002)
RR
Texas
(4/18/2017)
RR
Virginia
(5/30/2024)
RR
Washington
(3/4/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/4/1996
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FB
FIRST BANKERS' BANC SECURITIES, INC
FIRST BANKERS' BANC SECURITIES, INC | FIRST ST. LOUIS SECURITIES, INC.

CRD#: 15041 / SEC#: , 8-31584

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


Main Address
1714 Deer Tracks Trail, Suite 110, St. Louis, MO 63131
Mailing Address
1714 Deer Tracks Trail, Suite 110, St. Louis, MO 63131
Phone number
(314) 726-2880
Established
Missouri since 03/06/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BANKERS' BANC INVESTMENT SERVICES LLCSHAREHOLDER
HAEDIKE, CHRISTINE DCHIEF COMPLIANCE OFFICER2489703
SPELLMEYER, ARTHUR WILLIAM IVPRESIDENT/CEO4872597

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


FIRST BANKERS' BANC SECURITIES, INC

CRD#: 15041Overland Park,, KS 66211

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